Wellington-Altus USA’s BP BP Stock Holding History

Wellington-Altus USA’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	$6.86K	Hold	146	–	–	﹤0.01%	596
2026 Q1	$5.39K	Hold	146	–	–	﹤0.01%	637
2025 Q4	$5.07K	Buy	+146	New	+$5.12K	﹤0.01%	617

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 $3.37T AUM 44.26% 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

Wellington-Altus USA's BP Position: Q2 2026 in Review

Wellington-Altus USA held its BP (BP) position steady in Q2 2026 at 146 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Wellington-Altus USA first reported a position in BP in Q4 2025 and has held it in 3 quarters since. 1,170 funds tracked by Wall St. Rank hold BP as of Q2 2026.

Wellington-Altus USA held 146 shares of BP worth $6.86K as of Q2 2026.
Wellington-Altus USA left its BP share count unchanged in Q2 2026.
BP made up ﹤0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #596 holding.
Wellington-Altus USA first reported a position in BP in Q4 2025 and has held it in 3 quarters since.
1,170 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.