Winch Advisory Services’s BHP BHP Stock Holding History

Winch Advisory Services’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 Q2	$6.33K	Buy	+76	New	+$6.31K	﹤0.01%	380
2023 Q4	–	Sell	-55	Closed	-$3K	–	444
2023 Q3	$3K	Buy	+55	New	+$3.21K	﹤0.01%	326
2020 Q4	–	Sell	-24	Closed	-$1K	–	425
2020 Q3	$1K	Buy	+24	New	+$1.16K	﹤0.01%	352

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winch Advisory Services's BHP Position: Q2 2026 in Review

Winch Advisory Services opened a new position in BHP (BHP) in Q2 2026: 76 shares worth $6.33K. The stake represents ﹤0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: Winch Advisory Services previously reported a position in BHP as recently as Q3 2023.

Winch Advisory Services first reported a position in BHP in Q3 2020 and has held it in 3 quarters since. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

Winch Advisory Services held 76 shares of BHP worth $6.33K as of Q2 2026.
BHP was a new Winch Advisory Services position in Q2 2026.
BHP made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #380 holding.
Winch Advisory Services first reported a position in BHP in Q3 2020 and has held it in 3 quarters since.
819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.