WFA Asset Management’s BHP BHP Stock Holding History

WFA Asset Management’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
2025 Q2	–	Sell	-540	Closed	-$31.2K	–	212
2025 Q1	$31.2K	Buy	+540	New	+$26.9K	0.02%	131
2024 Q2	–	Sell	-540	Closed	-$31.2K	–	213
2024 Q1	$31.2K	Buy	+540	New	+$32.3K	0.02%	132

Other funds holding BHP

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

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WFA Asset Management's BHP Position: Q2 2025 in Review

WFA Asset Management sold out of BHP (BHP) in Q2 2025, closing a stake of 540 shares — an estimated $31.2K sold.

WFA Asset Management first reported a position in BHP in Q1 2024 and held it in 2 quarters. The position peaked at $31.2K in Q1 2025. 615 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

WFA Asset Management reported no remaining BHP position as of Q2 2025 after selling out during the quarter.
WFA Asset Management sold 540 BHP shares in Q2 2025, an estimated $31.2K.
WFA Asset Management first reported a position in BHP in Q1 2024 and held it in 2 quarters.
WFA Asset Management's BHP position peaked at $31.2K in Q1 2025.
615 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on WFA Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.