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 Q2	$250K	Buy	+2,998	New	+$249K	﹤0.01%	1069
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthspire Advisors (New York)'s BHP Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in BHP (BHP) in Q2 2026: 2,998 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #1069 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in BHP as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in BHP in Q4 2018 and has held it in 5 quarters since. 822 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Wealthspire Advisors (New York) held 2,998 shares of BHP worth $250K as of Q2 2026.
BHP was a new Wealthspire Advisors (New York) position in Q2 2026.
BHP made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1069 holding.
Wealthspire Advisors (New York) first reported a position in BHP in Q4 2018 and has held it in 5 quarters since.
822 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.