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Wiser Advisor Group’s BHP BHP Stock Holding History

Wiser Advisor Group’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
-19
Closed -$908 – 67
2025
Q1 		$908 Sell
19
-20
-51% -$996 ﹤0.01% 256
2024
Q4 		$1.92K Hold
39
– – ﹤0.01% 240
2024
Q3 		$2.42K Hold
39
– – ﹤0.01% 233
2024
Q2 		$2.22K Buy
39
+1
+3% +$58 ﹤0.01% 254
2024
Q1 		$2.24K Sell
38
-4
-10% -$239 ﹤0.01% 263
2023
Q4 		$2.9K Buy
+42
New +$2.54K ﹤0.01% 244

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wiser Advisor Group's BHP Position: Q2 2025 in Review

Wiser Advisor Group sold out of BHP (BHP) in Q2 2025, closing a stake of 19 shares — an estimated $908 sold.

Wiser Advisor Group first reported a position in BHP in Q4 2023 and held it in 6 quarters. The position peaked at $2.9K in Q4 2023. 615 funds tracked by Wall St. Rank hold BHP as of Q2 2025.

  • Wiser Advisor Group reported no remaining BHP position as of Q2 2025 after selling out during the quarter.
  • Wiser Advisor Group sold 19 BHP shares in Q2 2025, an estimated $908.
  • Wiser Advisor Group first reported a position in BHP in Q4 2023 and held it in 6 quarters.
  • Wiser Advisor Group's BHP position peaked at $2.9K in Q4 2023.
  • 615 funds tracked by Wall St. Rank held BHP as of Q2 2025.

Based on Wiser Advisor Group's 13F filing for Q2 2025, filed 8 Aug 2025.