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Avior Wealth Management’s Baker Hughes BKR Stock Holding History

Avior Wealth Management’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 		– Sell
-9,897
Closed -$604K – 800
2026
Q1 		$604K Buy
9,897
+590
+6% +$34.1K 0.02% 481
2025
Q4 		$424K Buy
+9,307
New +$441K 0.01% 510
2025
Q2 		– Sell
-9,248
Closed -$406K – 697
2025
Q1 		$406K Sell
9,248
-238
-3% -$10.6K 0.02% 463
2024
Q4 		$389K Buy
9,486
+2,606
+38% +$105K 0.01% 517
2024
Q3 		$249K Buy
6,880
+34
+0.5% +$1.2K 0.01% 644
2024
Q2 		$241K Sell
6,846
-360
-5% -$11.8K 0.01% 628
2024
Q1 		$241K Buy
+7,206
New +$222K 0.01% 656
2020
Q4 		– Sell
-119
Closed -$1K – 976
2020
Q3 		$1K Buy
119
+19
+19% +$291 ﹤0.01% 852
2020
Q2 		$1K Hold
100
– – ﹤0.01% 825
2020
Q1 		$1K Buy
+100
New +$1.88K ﹤0.01% 707

Other funds holding BKR

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Avior Wealth Management's BKR Position: Q2 2026 in Review

Avior Wealth Management sold out of Baker Hughes (BKR) in Q2 2026, closing a stake of 9,897 shares — an estimated $604K sold.

Avior Wealth Management first reported a position in BKR in Q1 2020 and held it in 10 quarters. The position peaked at $604K in Q1 2026. 277 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Avior Wealth Management reported no remaining Baker Hughes position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 9,897 Baker Hughes shares in Q2 2026, an estimated $604K.
  • Avior Wealth Management first reported a position in Baker Hughes in Q1 2020 and held it in 10 quarters.
  • Avior Wealth Management's Baker Hughes position peaked at $604K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.