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Cassaday & Co Wealth Management’s Baker Hughes BKR Stock Holding History

Cassaday & Co 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 		$51.3K Sell
924
-41
-4% -$2.59K ﹤0.01% 618
2026
Q1 		$58.9K Buy
+965
New +$55.8K ﹤0.01% 582

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 $3.37T 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

Cassaday & Co Wealth Management's BKR Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Baker Hughes (BKR) stake by 4.2% in Q2 2026, selling an estimated $2.59K and leaving 924 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Cassaday & Co Wealth Management first reported a position in BKR in Q1 2026 and has held it in 2 quarters since. The position peaked at $58.9K in Q1 2026. 1,149 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Cassaday & Co Wealth Management held 924 shares of Baker Hughes worth $51.3K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 41 Baker Hughes shares in Q2 2026, an estimated $2.59K.
  • Baker Hughes made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #618 holding.
  • Cassaday & Co Wealth Management first reported a position in Baker Hughes in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Baker Hughes position peaked at $58.9K in Q1 2026.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.