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

Wealthspire Advisors (New York)’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$474K	Sell	10,084 -2,561	-20%	-$100K	﹤0.01%	585
2025 Q4	$439K	Buy	12,645 +2,946	+30%	+$103K	﹤0.01%	655
2025 Q3	$334K	Sell	9,699 -1,030	-10%	-$34.5K	﹤0.01%	631
2025 Q2	$321K	Buy	10,729 +374	+4%	+$11K	﹤0.01%	649
2025 Q1	$350K	Sell	10,355 -804	-7%	-$26.2K	﹤0.01%	601
2024 Q4	$330K	Buy	11,159 +761	+7%	+$22.9K	﹤0.01%	628
2024 Q3	$326K	Sell	10,398 -1,025	-9%	-$34.7K	﹤0.01%	603
2024 Q2	$412K	Buy	11,423 +1,033	+10%	+$38.7K	0.01%	469
2024 Q1	$391K	Sell	10,390 -216	-2%	-$7.75K	0.01%	469
2023 Q4	$375K	Buy	10,606 +1,252	+13%	+$45.9K	0.01%	466
2023 Q3	$362K	Buy	9,354 +1,882	+25%	+$69.9K	0.01%	454
2023 Q2	$264K	Buy	7,472 +311	+4%	+$11.5K	﹤0.01%	477
2023 Q1	$272K	Sell	7,161 -3,445	-32%	-$129K	﹤0.01%	459
2022 Q4	$370K	Buy	10,606 +3,030	+40%	+$101K	0.01%	418
2022 Q3	$216K	Sell	7,576 -2,480	-25%	-$73.8K	﹤0.01%	466
2022 Q2	$285K	Buy	10,056 +2,263	+29%	+$69.3K	0.01%	408
2022 Q1	$229K	Sell	7,793 -1,505	-16%	-$45.9K	0.01%	390
2021 Q4	$248K	Buy	9,298 +1,476	+19%	+$40.9K	0.01%	469
2021 Q3	$214K	Buy	+7,822	New	+$196K	﹤0.01%	539
2019 Q1	–	Sell	-1,665	Closed	-$61K	–	147
2018 Q4	$61K	Buy	+1,665	New	+$66.5K	0.01%	163

Other funds holding BP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Wealthspire Advisors (New York) reduced its BP (BP) stake by 20% in Q1 2026, selling an estimated $100K and leaving 10,084 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Wealthspire Advisors (New York) first reported a position in BP in Q4 2018 and has held it in 20 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

Wealthspire Advisors (New York) held 10,084 shares of BP worth $474K as of Q1 2026.
Wealthspire Advisors (New York) sold 2,561 BP shares in Q1 2026, an estimated $100K.
BP made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #585 holding.
Wealthspire Advisors (New York) first reported a position in BP in Q4 2018 and has held it in 20 quarters since.
1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

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