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Acumen Wealth Advisors’s Baker Hughes BKR Stock Holding History

Acumen Wealth Advisors’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.6K Sell
462
-315
-41% -$19.9K 0.01% 209
2026
Q1 		$47.4K Hold
777
– – 0.01% 152
2025
Q4 		$35.4K Buy
+777
New +$36.8K 0.01% 152

Other funds holding BKR

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Acumen Wealth Advisors's BKR Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Baker Hughes (BKR) stake by 41% in Q2 2026, selling an estimated $19.9K and leaving 462 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #209.

Acumen Wealth Advisors first reported a position in BKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $47.4K in Q1 2026. 1,143 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Acumen Wealth Advisors held 462 shares of Baker Hughes worth $25.6K as of Q2 2026.
  • Acumen Wealth Advisors sold 315 Baker Hughes shares in Q2 2026, an estimated $19.9K.
  • Baker Hughes made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #209 holding.
  • Acumen Wealth Advisors first reported a position in Baker Hughes in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Baker Hughes position peaked at $47.4K in Q1 2026.
  • 1,143 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.