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Catherine Avery Investment Management’s Baker Hughes BKR Stock Holding History

Catherine Avery Investment 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 		$587K Sell
10,571
-2,590
-20% -$164K 0.26% 43
2026
Q1 		$803K Sell
13,161
-85,237
-87% -$4.93M 0.36% 43
2025
Q4 		$4.48M Buy
98,398
+6,837
+7% +$324K 2.68% 15
2025
Q3 		$4.46M Sell
91,561
-1,832
-2% -$80.8K 2.87% 11
2025
Q2 		$3.58M Buy
93,393
+11,644
+14% +$439K 2.72% 13
2025
Q1 		$3.59M Buy
81,749
+4,493
+6% +$200K 3.22% 13
2024
Q4 		$3.17M Buy
+77,256
New +$3.12M 2.8% 14

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

Catherine Avery Investment Management's BKR Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Baker Hughes (BKR) stake by 20% in Q2 2026, selling an estimated $164K and leaving 10,571 shares worth $587K. The position accounts for 0.26% of the portfolio, ranked #43.

Catherine Avery Investment Management first reported a position in BKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.48M in Q4 2025. 1,143 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Catherine Avery Investment Management held 10,571 shares of Baker Hughes worth $587K as of Q2 2026.
  • Catherine Avery Investment Management sold 2,590 Baker Hughes shares in Q2 2026, an estimated $164K.
  • Baker Hughes made up 0.26% of Catherine Avery Investment Management's portfolio in Q2 2026, its #43 holding.
  • Catherine Avery Investment Management first reported a position in Baker Hughes in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Baker Hughes position peaked at $4.48M in Q4 2025.
  • 1,143 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.