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Bell Investment Advisors’s Baker Hughes BKR Stock Holding History

Bell Investment 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 		$21.6K Hold
389
– – ﹤0.01% 444
2026
Q1 		$23.7K Buy
389
+12
+3% +$694 ﹤0.01% 408
2025
Q4 		$17.2K Buy
377
+145
+63% +$6.88K ﹤0.01% 493
2025
Q3 		$11.3K Hold
232
– – ﹤0.01% 599
2025
Q2 		$8.89K Buy
232
+13
+6% +$491 ﹤0.01% 729
2025
Q1 		$9.63K Hold
219
– – ﹤0.01% 622
2024
Q4 		$8.98K Hold
219
– – ﹤0.01% 646
2024
Q3 		$7.92K Sell
219
-42
-16% -$1.48K ﹤0.01% 717
2024
Q2 		$9.18K Hold
261
– – ﹤0.01% 650
2024
Q1 		$8.74K Hold
261
– – ﹤0.01% 645
2023
Q4 		$8.92K Sell
261
-14
-5% -$478 ﹤0.01% 605
2023
Q3 		$9.71K Sell
275
-56
-17% -$1.98K ﹤0.01% 517
2023
Q2 		$10.5K Sell
331
-37
-10% -$1.08K ﹤0.01% 499
2023
Q1 		$10.6K Hold
368
– – ﹤0.01% 462
2022
Q4 		$10.9K Buy
368
+32
+10% +$883 ﹤0.01% 462
2022
Q3 		$7K Buy
336
+37
+12% +$926 ﹤0.01% 519
2022
Q2 		$9K Buy
+299
New +$10.1K ﹤0.01% 450
2021
Q4 		$5K Sell
227
-73
-24% -$1.8K ﹤0.01% 741
2021
Q3 		$7K Buy
+300
New +$6.68K ﹤0.01% 556

Other funds holding BKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Bell Investment Advisors's BKR Position: Q2 2026 in Review

Bell Investment Advisors held its Baker Hughes (BKR) position steady in Q2 2026 at 389 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Bell Investment Advisors first reported a position in BKR in Q3 2021 and has held it in 19 quarters since. The position peaked at $23.7K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Bell Investment Advisors held 389 shares of Baker Hughes worth $21.6K as of Q2 2026.
  • Bell Investment Advisors left its Baker Hughes share count unchanged in Q2 2026.
  • Baker Hughes made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #444 holding.
  • Bell Investment Advisors first reported a position in Baker Hughes in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Baker Hughes position peaked at $23.7K in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.