Williams & Novak
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Williams & Novak’s BHP BHP Stock Holding History

Williams & Novak’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
Q3 		$383K Sell
4,509
-353
-7% -$30.8K 0.23% 85
2026
Q2 		$405K Buy
4,862
+173
+4% +$14.4K 0.27% 84
2026
Q1 		$345K Buy
+4,689
New +$331K 0.26% 80

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Williams & Novak's BHP Position: Q3 2026 in Review

Williams & Novak reduced its BHP (BHP) stake by 7.3% in Q3 2026, selling an estimated $30.8K and leaving 4,509 shares worth $383K. The position accounts for 0.23% of the portfolio, ranked #85.

Williams & Novak first reported a position in BHP in Q1 2026 and has held it in 3 quarters since. The position peaked at $405K in Q2 2026. 462 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Williams & Novak held 4,509 shares of BHP worth $383K as of Q3 2026.
  • Williams & Novak sold 353 BHP shares in Q3 2026, an estimated $30.8K.
  • BHP made up 0.23% of Williams & Novak's portfolio in Q3 2026, its #85 holding.
  • Williams & Novak first reported a position in BHP in Q1 2026 and has held it in 3 quarters since.
  • Williams & Novak's BHP position peaked at $405K in Q2 2026.
  • 462 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.