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Wealthspire Advisors (New York)’s BHP BHP Stock Holding History

Wealthspire Advisors (New York)’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,966
Closed -$239K – 948
2025
Q4 		$239K Buy
3,966
+2,283
+136% +$130K ﹤0.01% 895
2025
Q3 		$93.8K Buy
+1,683
New +$89.6K ﹤0.01% 1030
2023
Q1 		– Sell
-3,894
Closed -$242K – 541
2022
Q4 		$242K Buy
+3,894
New +$219K ﹤0.01% 502
2019
Q1 		– Sell
-858
Closed -$37K – 137
2018
Q4 		$37K Buy
+858
New +$36K ﹤0.01% 223

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (New York)'s BHP Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of BHP (BHP) in Q1 2026, closing a stake of 3,966 shares — an estimated $239K sold.

Wealthspire Advisors (New York) first reported a position in BHP in Q4 2018 and held it in 4 quarters. The position peaked at $242K in Q4 2022. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining BHP position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,966 BHP shares in Q1 2026, an estimated $239K.
  • Wealthspire Advisors (New York) first reported a position in BHP in Q4 2018 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s BHP position peaked at $242K in Q4 2022.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.