BP — BP PLC
Reported value held$4.00B
Funds holding (latest)44
SectorEnergy
Funds holding (Q2 2026)34
Institutional value$3.92B · 105.96M sh
New / Add / Cut / Exit2 / 12 / 18 / 0
Top-5 / Top-10 concentration50.8% / 74.3%
Institutional holdings change
Reducing -6.7%
(-7.59M sh)
Institutional value change
Down -26.6%
As of Q2 2026, 34 SEC-registered investment managers reported holding BP (BP PLC) in their latest 13F filings, with a combined reported value of $3.92B across 105.96M shares. That is -6.7% by share count (-7.59M shares) versus the previous quarter, while reported value moved -26.6%. Ownership is concentrated: the five largest holders account for 50.8% of reported value and the top ten for 74.3%.
Compared with the prior quarter, 2 opened new positions, 12 added to existing stakes, 18 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BP is classified in the Energy sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Arrowstreet Capital history | 17.37M | $641.71M | 0.28% | Add |
| Morgan Stanley history | 10.76M | $397.40M | 0.02% | Add |
| Goldman Sachs Group history | 10.65M | $393.66M | 0.04% | Hold |
| BlackRock Inc history | 8.14M | $300.74M | 0.01% | Reduce |
| Citadel Advisors history | 6.96M | $257.30M | 0.03% | Reduce |
| Capital World Investors history | 6.19M | $228.61M | 0.03% | Reduce |
| Balyasny Asset Management history | 6.11M | $225.87M | 0.29% | Add |
| Renaissance Technologies history | 5.07M | $187.48M | 0.26% | Add |
| UBS Group AG history | 3.81M | $140.78M | 0.02% | Add |
| Millennium Management history | 3.64M | $134.42M | 0.05% | Reduce |
| Wells Fargo & Co history | 3.02M | $111.57M | 0.02% | Add |
| Point72 Asset Management history | 2.93M | $108.44M | 0.12% | Reduce |
| Bank of America Corp history | 2.93M | $108.40M | 0.01% | Reduce |
| Deutsche Bank AG history | 2.60M | $95.98M | 0.03% | Reduce |
| Northern Trust Corp history | 2.32M | $85.86M | 0.01% | Reduce |
| Franklin Resources history | 2.14M | $79.15M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 2.08M | $76.94M | 0.00% | Reduce |
| Norges Bank Investment Management history | 1.69M | $62.33M | 0.01% | Reduce |
| Two Sigma Investments history | 1.41M | $51.98M | 0.04% | Add |
| Citigroup Inc history | 1.35M | $50.06M | 0.02% | Reduce |
| Manulife Financial history | 1.03M | $38.23M | 0.03% | Reduce |
| PNC Financial Services history | 695.74K | $25.71M | 0.01% | Reduce |
| D. E. Shaw & Co history | 665.90K | $24.61M | 0.01% | Add |
| Marshall Wace history | 509.18K | $18.81M | 0.01% | Reduce |
| Invesco Ltd history | 501.47K | $18.53M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 474.71K | $17.54M | 0.00% | Add |
| BNY Mellon history | 431.45K | $15.94M | 0.00% | Hold |
| AQR Capital Management history | 238.29K | $8.80M | 0.00% | Add |
| Bridgewater Associates history | 60.49K | $2.24M | 0.01% | Add |
| JPMorgan Chase & Co history | 55.00K | $2.05M | 0.00% | New |
| Wellington Management Group history | 54.62K | $2.02M | 0.00% | Reduce |
| Causeway Capital Management history | 46.06K | $1.70M | 0.02% | Reduce |
| Lazard Asset Management history | 7.69K | $284.29K | 0.00% | Reduce |
| T. Rowe Price Associates history | 31 | $2 | 0.00% | New |
Q1 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital World Investors history | 15.91M | $747.72M | 0.10% | New |
| Arrowstreet Capital history | 12.81M | $602.26M | 0.33% | Add |
| Goldman Sachs Group history | 10.68M | $501.73M | 0.06% | Add |
| Citadel Advisors history | 10.08M | $473.63M | 0.08% | Add |
| Morgan Stanley history | 10.05M | $472.33M | 0.03% | Add |
| BlackRock Inc history | 9.79M | $460.27M | 0.01% | Reduce |
| Millennium Management history | 8.47M | $397.86M | 0.17% | Add |
| Point72 Asset Management history | 5.85M | $274.88M | 0.37% | Add |
| Bank of America Corp history | 3.53M | $166.12M | 0.01% | Reduce |
| UBS Group AG history | 3.43M | $160.98M | 0.03% | Reduce |
| Northern Trust Corp history | 2.70M | $126.77M | 0.02% | Reduce |
| Deutsche Bank AG history | 2.69M | $126.39M | 0.04% | Add |
| Wells Fargo & Co history | 2.51M | $117.94M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 2.18M | $102.37M | 0.01% | Add |
| Franklin Resources history | 2.02M | $94.75M | 0.02% | Reduce |
| Citigroup Inc history | 1.71M | $80.18M | 0.04% | Add |
| Renaissance Technologies history | 1.53M | $72.05M | 0.11% | Reduce |
| Balyasny Asset Management history | 1.51M | $70.92M | 0.10% | Reduce |
| Manulife Financial history | 1.21M | $56.88M | 0.05% | Add |
| Causeway Capital Management history | 997.93K | $46.90M | 0.58% | Reduce |
| PNC Financial Services history | 701.45K | $32.97M | 0.02% | Reduce |
| Marshall Wace history | 697.14K | $32.77M | 0.03% | Reduce |
| Two Sigma Investments history | 541.12K | $25.43M | 0.02% | New |
| Invesco Ltd history | 538.55K | $25.31M | 0.00% | Reduce |
| BNY Mellon history | 432.65K | $20.33M | 0.00% | Add |
| Charles Schwab Investment Management history | 410.21K | $19.28M | 0.00% | Add |
| D. E. Shaw & Co history | 361.85K | $17.01M | 0.01% | Reduce |
| AQR Capital Management history | 136.22K | $6.40M | 0.00% | Add |
| Wellington Management Group history | 55.55K | $2.61M | 0.00% | Add |
| Bridgewater Associates history | 24.94K | $1.17M | 0.01% | Reduce |
| Lazard Asset Management history | 10.07K | $473.36K | 0.00% | Reduce |
Q4 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.78M | $374.48M | 0.01% | Hold |
| Goldman Sachs Group history | 9.99M | $346.96M | 0.04% | Add |
| Morgan Stanley history | 9.19M | $319.07M | 0.02% | Reduce |
| Citadel Advisors history | 7.19M | $249.59M | 0.04% | Reduce |
| Norges Bank Investment Management history | 6.19M | $214.97M | 0.02% | Reduce |
| Arrowstreet Capital history | 5.77M | $200.56M | 0.12% | Add |
| Millennium Management history | 4.63M | $160.73M | 0.07% | Reduce |
| UBS Group AG history | 4.09M | $142.17M | 0.02% | Reduce |
| Bank of America Corp history | 4.09M | $142.07M | 0.01% | Reduce |
| Northern Trust Corp history | 3.06M | $106.10M | 0.01% | Reduce |
| Renaissance Technologies history | 2.66M | $92.49M | 0.14% | Add |
| Franklin Resources history | 2.32M | $80.74M | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | 1.92M | $66.75M | 0.00% | Add |
| Balyasny Asset Management history | 1.88M | $65.36M | 0.09% | Reduce |
| Wells Fargo & Co history | 1.87M | $64.83M | 0.01% | Reduce |
| Point72 Asset Management history | 1.74M | $60.27M | 0.07% | Reduce |
| Causeway Capital Management history | 1.64M | $56.98M | 0.78% | Add |
| Deutsche Bank AG history | 1.63M | $56.51M | 0.02% | Add |
| Manulife Financial history | 1.20M | $41.72M | 0.04% | Reduce |
| Marshall Wace history | 780.41K | $27.10M | 0.03% | Reduce |
| PNC Financial Services history | 707.36K | $24.57M | 0.01% | Reduce |
| D. E. Shaw & Co history | 661.70K | $22.98M | 0.01% | Reduce |
| Invesco Ltd history | 560.00K | $19.45M | 0.00% | Add |
| Bridgewater Associates history | 497.10K | $17.26M | 0.06% | Add |
| Citigroup Inc history | 495.84K | $17.22M | 0.01% | Add |
| BNY Mellon history | 358.40K | $12.45M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 344.54K | $11.97M | 0.00% | Add |
| Moore Capital Management history | 200.00K | $6.95M | 0.10% | New |
| AQR Capital Management history | 98.19K | $3.41M | 0.00% | Add |
| Wellington Management Group history | 50.99K | $1.77M | 0.00% | Reduce |
| Geode Capital Management history | 25.66K | $891.24K | 0.00% | New |
| Lazard Asset Management history | 10.62K | $368.74K | 0.00% | Add |
| JPMorgan Chase & Co history | 300 | $10.42K | 0.00% | Reduce |
Q3 2025 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 11.88M | $409.32M | 0.06% | Add |
| BlackRock Inc history | 10.74M | $370.09M | 0.01% | Add |
| Morgan Stanley history | 9.55M | $329.17M | 0.02% | Reduce |
| Goldman Sachs Group history | 6.50M | $223.98M | 0.03% | Reduce |
| UBS Group AG history | 6.00M | $206.71M | 0.03% | Reduce |
| Millennium Management history | 4.89M | $168.67M | 0.07% | Add |
| Arrowstreet Capital history | 4.82M | $165.98M | 0.10% | Add |
| Point72 Asset Management history | 4.75M | $163.58M | 0.29% | Add |
| Bank of America Corp history | 4.32M | $148.73M | 0.01% | Reduce |
| Franklin Resources history | 4.09M | $141.00M | 0.04% | Reduce |
| Northern Trust Corp history | 3.09M | $106.39M | 0.01% | Add |
| Marshall Wace history | 2.45M | $84.41M | 0.09% | Reduce |
| Balyasny Asset Management history | 2.04M | $70.20M | 0.09% | Add |
| Wells Fargo & Co history | 2.00M | $68.82M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 1.85M | $63.80M | 0.00% | Reduce |
| Renaissance Technologies history | 1.76M | $60.59M | 0.08% | Add |
| Causeway Capital Management history | 1.58M | $54.56M | 0.72% | Reduce |
| D. E. Shaw & Co history | 1.45M | $49.94M | 0.03% | Add |
| Manulife Financial history | 1.30M | $44.67M | 0.04% | Reduce |
| PNC Financial Services history | 763.23K | $26.30M | 0.02% | Add |
| Invesco Ltd history | 546.56K | $18.83M | 0.00% | Reduce |
| BNY Mellon history | 410.32K | $14.14M | 0.00% | Reduce |
| Bridgewater Associates history | 398.61K | $13.74M | 0.05% | Reduce |
| Charles Schwab Investment Management history | 299.87K | $10.33M | 0.00% | Add |
| Citigroup Inc history | 295.53K | $10.18M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 93.30K | $3.22M | 0.00% | Reduce |
| Wellington Management Group history | 51.25K | $1.77M | 0.00% | Reduce |
| Deutsche Bank AG history | 38.45K | $1.32M | 0.00% | Reduce |
| AQR Capital Management history | 34.26K | $1.18M | 0.00% | Add |
| Lazard Asset Management history | 6.87K | $232.07K | 0.00% | Reduce |
Q2 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 13.07M | $391.07M | 0.11% | Add |
| Citadel Advisors history | 11.01M | $329.56M | 0.06% | Reduce |
| Morgan Stanley history | 10.38M | $310.66M | 0.02% | Reduce |
| Norges Bank Investment Management history | 9.43M | $282.35M | 0.04% | Reduce |
| BlackRock Inc history | 9.10M | $272.37M | 0.01% | Hold |
| Goldman Sachs Group history | 7.01M | $209.88M | 0.03% | Reduce |
| Bank of America Corp history | 6.14M | $183.92M | 0.01% | Reduce |
| UBS Group AG history | 6.11M | $182.79M | 0.03% | Add |
| Citigroup Inc history | 3.79M | $113.54M | 0.06% | Add |
| Northern Trust Corp history | 3.05M | $91.26M | 0.01% | Reduce |
| Marshall Wace history | 2.99M | $89.47M | 0.10% | Add |
| Millennium Management history | 2.83M | $84.68M | 0.04% | Add |
| Wells Fargo & Co history | 2.50M | $74.71M | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | 1.98M | $59.23M | 0.00% | Reduce |
| Causeway Capital Management history | 1.62M | $48.51M | 0.77% | Add |
| Arrowstreet Capital history | 1.50M | $44.90M | 0.03% | Reduce |
| Manulife Financial history | 1.36M | $40.60M | 0.04% | Hold |
| Renaissance Technologies history | 1.32M | $39.41M | 0.05% | Add |
| D. E. Shaw & Co history | 1.26M | $37.57M | 0.03% | Reduce |
| PNC Financial Services history | 743.47K | $22.25M | 0.01% | Reduce |
| Balyasny Asset Management history | 736.84K | $22.05M | 0.03% | Reduce |
| Invesco Ltd history | 551.94K | $16.52M | 0.00% | Reduce |
| Bridgewater Associates history | 523.72K | $15.67M | 0.06% | Reduce |
| BNY Mellon history | 421.04K | $12.60M | 0.00% | Reduce |
| Point72 Asset Management history | 289.20K | $8.66M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 236.75K | $7.09M | 0.00% | Hold |
| JPMorgan Chase & Co history | 102.10K | $3.06M | 0.00% | Add |
| Deutsche Bank AG history | 69.85K | $2.09M | 0.00% | Reduce |
| Wellington Management Group history | 52.02K | $1.56M | 0.00% | Hold |
| AQR Capital Management history | 17.90K | $535.75K | 0.00% | Add |
| Lazard Asset Management history | 8.00K | $239 | 0.00% | Reduce |
Q1 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 13.68M | $462.14M | 0.03% | Reduce |
| Citadel Advisors history | 11.74M | $396.82M | 0.08% | Add |
| Goldman Sachs Group history | 9.32M | $314.93M | 0.05% | Reduce |
| BlackRock Inc history | 9.06M | $306.23M | 0.01% | Add |
| Franklin Resources history | 7.27M | $245.55M | 0.07% | Reduce |
| Arrowstreet Capital history | 6.64M | $224.42M | 0.18% | Reduce |
| Bank of America Corp history | 6.50M | $219.73M | 0.02% | Add |
| UBS Group AG history | 3.97M | $134.16M | 0.03% | Reduce |
| Northern Trust Corp history | 3.19M | $107.90M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 2.89M | $97.78M | 0.01% | Reduce |
| BNY Mellon history | 2.79M | $94.19M | 0.02% | Add |
| Deutsche Bank AG history | 2.69M | $90.93M | 0.04% | Add |
| Citigroup Inc history | 2.64M | $89.26M | 0.05% | Add |
| Wells Fargo & Co history | 2.53M | $85.38M | 0.02% | Reduce |
| Causeway Capital Management history | 1.60M | $53.95M | 1.13% | Add |
| D. E. Shaw & Co history | 1.49M | $50.33M | 0.05% | Reduce |
| Balyasny Asset Management history | 1.48M | $49.90M | 0.08% | Add |
| Manulife Financial history | 1.36M | $45.83M | 0.04% | Hold |
| Millennium Management history | 1.13M | $38.19M | 0.02% | Reduce |
| Bridgewater Associates history | 1.06M | $35.93M | 0.17% | Reduce |
| PNC Financial Services history | 782.66K | $26.45M | 0.01% | Reduce |
| Marshall Wace history | 750.05K | $25.34M | 0.03% | Add |
| Renaissance Technologies history | 606.40K | $20.49M | 0.03% | Add |
| Invesco Ltd history | 555.75K | $18.78M | 0.00% | Add |
| Point72 Asset Management history | 508.73K | $17.19M | 0.04% | Reduce |
| Charles Schwab Investment Management history | 237.15K | $8.01M | 0.00% | Add |
| JPMorgan Chase & Co history | 92.80K | $3.14M | 0.00% | Reduce |
| Amundi US history | 59.08K | $1.85M | 0.00% | New |
| Wellington Management Group history | 51.77K | $1.75M | 0.00% | Reduce |
| AQR Capital Management history | 13.42K | $453.62K | 0.00% | Add |
| Lazard Asset Management history | 13.82K | $466 | 0.00% | Reduce |
| T. Rowe Price Associates history | 8.67K | $294 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 55.00K sh · $2.05M
- T. Rowe Price Associates 31 sh · $2
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Arrowstreet Capital | 17.37M | 12.81M | 5.77M | 4.82M | 1.50M | 6.64M | 7.78M | 5.28M | 21.76M | 18.28M | 18.43M | 21.29M | 21.42M | 22.60M | 25.59M | 27.06M | 26.47M | 25.57M | 11.61M | 4.77M |
| Morgan Stanley | 10.76M | 10.05M | 9.19M | 9.55M | 10.38M | 13.68M | 15.08M | 17.28M | 15.18M | 25.54M | 13.58M | 14.02M | 12.57M | 12.64M | 12.81M | 11.77M | 11.75M | 7.56M | 6.66M | 6.14M |
| Goldman Sachs Group | 10.65M | 10.68M | 9.99M | 6.50M | 7.01M | 9.32M | 9.65M | 11.90M | 10.86M | 11.67M | 10.46M | 10.86M | 8.46M | 9.63M | 9.83M | 7.27M | 6.79M | 6.95M | 5.68M | 8.09M |
| BlackRock Inc | 8.14M | 9.79M | 10.78M | 10.74M | 9.10M | 9.06M | 8.73M | 11.35M | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 6.96M | 10.08M | 7.19M | 11.88M | 11.01M | 11.74M | 9.66M | 6.35M | 6.39M | 5.99M | 9.36M | 13.94M | 10.15M | 11.55M | 9.43M | 7.63M | 9.63M | 9.53M | 6.51M | 8.06M |
| Capital World Investors | 6.19M | 15.91M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Balyasny Asset Management | 6.11M | 1.51M | 1.88M | 2.04M | 736.84K | 1.48M | 97.97K | 418.18K | 277.44K | 1.88M | 3.78M | 3.51M | 4.00M | 2.12M | 4.70M | 30.00K | 41.81K | 30.00K | — | — |
| Renaissance Technologies | 5.07M | 1.53M | 2.66M | 1.76M | 1.32M | 606.40K | 130.05K | 698.08K | — | — | 1.04M | — | 2.58M | — | — | — | — | 2.73M | 2.15M | — |
| UBS Group AG | 3.81M | 3.43M | 4.09M | 6.00M | 6.11M | 3.97M | 5.75M | 4.32M | 3.66M | 3.27M | 4.69M | 4.25M | 5.34M | 9.02M | 6.53M | 7.09M | 7.73M | 1.94M | 2.39M | 1.95M |
| Millennium Management | 3.64M | 8.47M | 4.63M | 4.89M | 2.83M | 1.13M | 15.60M | 5.20M | 3.04M | 9.93M | 8.88M | 3.74M | 1.25M | 241.14K | 78.00K | 1.18M | 4.70M | 2.55M | 4.73M | 64.56K |
| Wells Fargo & Co | 3.02M | 2.51M | 1.87M | 2.00M | 2.50M | 2.53M | 3.07M | 3.71M | 3.88M | 3.42M | 3.27M | 3.10M | 3.25M | 3.31M | 3.19M | 2.95M | 3.26M | 3.12M | 3.38M | 3.61M |
| Point72 Asset Management | 2.93M | 5.85M | 1.74M | 4.75M | 289.20K | 508.73K | 4.31M | 3.65M | 4.11M | 6.91M | 5.31M | 6.97M | 3.55M | 1.70M | 3.42M | 554.77K | 2.90M | 3.80M | 523.60K | 1.69M |
| Bank of America Corp | 2.93M | 3.53M | 4.09M | 4.32M | 6.14M | 6.50M | 5.52M | 4.98M | 9.95M | 4.11M | 8.91M | 8.90M | 9.06M | 8.35M | 8.20M | 12.35M | 10.87M | 9.82M | 9.82M | 9.24M |
| Deutsche Bank AG | 2.60M | 2.69M | 1.63M | 38.45K | 69.85K | 2.69M | 2.38M | 48.19K | 615.59K | 52.60K | 58.95K | 58.95K | 75.84K | 75.84K | 75.84K | 68.60K | 70.10K | 72.55K | 79.16K | 79.16K |
| Northern Trust Corp | 2.32M | 2.70M | 3.06M | 3.09M | 3.05M | 3.19M | 3.09M | 2.46M | 2.57M | 2.51M | 2.42M | 2.40M | 2.30M | 1.95M | 2.00M | 2.05M | 2.01M | 2.40M | 2.64M | 2.60M |
| Franklin Resources | 2.14M | 2.02M | 2.32M | 4.09M | 13.07M | 7.27M | 7.83M | 644.98K | 657.53K | 688.87K | 711.95K | 742.73K | 5.06M | 4.67M | 5.89M | 5.21M | 5.78M | 11.80M | 12.77M | 12.69M |
| Fidelity Management & Research (FMR) | 2.08M | 2.18M | 1.92M | 1.85M | 1.98M | 2.89M | 2.97M | 2.07M | 2.29M | 2.26M | 1.93M | 2.05M | 1.73M | 1.76M | 1.68M | 1.57M | 1.47M | 1.49M | 1.15M | 3.80M |
| Norges Bank Investment Management | 1.69M | — | 6.19M | — | 9.43M | — | 21.54M | — | 9.71M | — | 401.00K | — | — | — | 3.71M | — | — | — | — | — |
| Two Sigma Investments | 1.41M | 541.12K | — | — | — | — | 975.34K | 4.67M | 1.23M | 1.51M | 448.84K | 43.88K | 943.14K | 4.33M | 4.52M | 3.35M | 1.07M | 2.08M | 942.44K | 6.54M |
| Citigroup Inc | 1.35M | 1.71M | 495.84K | 295.53K | 3.79M | 2.64M | 2.31M | 3.78M | 3.88M | 1.86M | 2.70M | 687.79K | 4.53M | 1.30M | 323.94K | 908.48K | 3.51M | 594.20K | 672.91K | 2.23M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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