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 Q2	$586K	Buy	15,863 +5,779	+57%	+$254K	﹤0.01%	743
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 $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Wealthspire Advisors (New York) increased its BP (BP) stake by 57% in Q2 2026, buying an estimated $254K and bringing the position to 15,863 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Wealthspire Advisors (New York) first reported a position in BP in Q4 2018 and has held it in 21 quarters since. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Wealthspire Advisors (New York) held 15,863 shares of BP worth $586K as of Q2 2026.
Wealthspire Advisors (New York) bought 5,779 BP shares in Q2 2026, an estimated $254K.
BP made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #743 holding.
Wealthspire Advisors (New York) first reported a position in BP in Q4 2018 and has held it in 21 quarters since.
1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

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