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Clearstead Advisors’s Baker Hughes BKR Stock Holding History

Clearstead 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 		$493K Sell
8,879
-8,976
-50% -$567K ﹤0.01% 770
2026
Q1 		$1.09M Buy
17,855
+9,857
+123% +$570K 0.01% 500
2025
Q4 		$364K Buy
7,998
+1,726
+28% +$81.8K ﹤0.01% 760
2025
Q3 		$306K Buy
6,272
+4,174
+199% +$184K ﹤0.01% 776
2025
Q2 		$80.4K Buy
2,098
+424
+25% +$16K ﹤0.01% 1132
2025
Q1 		$73.6K Buy
1,674
+249
+17% +$11.1K ﹤0.01% 1070
2024
Q4 		$58.4K Sell
1,425
-595
-29% -$24K ﹤0.01% 1131
2024
Q3 		$73K Buy
2,020
+596
+42% +$20.9K ﹤0.01% 1112
2024
Q2 		$50.1K Buy
1,424
+1
+0.1% +$33 ﹤0.01% 1161
2024
Q1 		$46.1K Buy
1,423
+44
+3% +$1.36K ﹤0.01% 783
2023
Q4 		$47.1K Sell
1,379
-144
-9% -$4.91K ﹤0.01% 750
2023
Q3 		$53.8K Buy
1,523
+421
+38% +$14.9K ﹤0.01% 683
2023
Q2 		$34.8K Buy
1,102
+405
+58% +$11.8K ﹤0.01% 805
2023
Q1 		$20.1K Buy
697
+155
+29% +$4.69K ﹤0.01% 853
2022
Q4 		$16K Sell
542
-133
-20% -$3.67K ﹤0.01% 834
2022
Q3 		$14K Buy
675
+244
+57% +$6.11K ﹤0.01% 826
2022
Q2 		$13K Buy
431
+411
+2,055% +$13.9K ﹤0.01% 875
2022
Q1 		$1K Hold
20
– – ﹤0.01% 1266
2021
Q4 		$0 Sell
20
-130
-87% -$3.21K ﹤0.01% 1287
2021
Q3 		$3K Buy
150
+130
+650% +$2.9K ﹤0.01% 1073
2021
Q2 		$0 Hold
20
– – ﹤0.01% 1259
2021
Q1 		$0 Hold
20
– – ﹤0.01% 1117
2020
Q4 		$0 Hold
20
– – ﹤0.01% 982
2020
Q3 		$0 Hold
20
– – ﹤0.01% 887
2020
Q2 		$0 Hold
20
– – ﹤0.01% 788
2020
Q1 		$0 Buy
+20
New +$376 ﹤0.01% 770

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

Clearstead Advisors's BKR Position: Q2 2026 in Review

Clearstead Advisors reduced its Baker Hughes (BKR) stake by 50% in Q2 2026, selling an estimated $567K and leaving 8,879 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Clearstead Advisors first reported a position in BKR in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.09M in Q1 2026. 1,149 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Clearstead Advisors held 8,879 shares of Baker Hughes worth $493K as of Q2 2026.
  • Clearstead Advisors sold 8,976 Baker Hughes shares in Q2 2026, an estimated $567K.
  • Baker Hughes made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #770 holding.
  • Clearstead Advisors first reported a position in Baker Hughes in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Baker Hughes position peaked at $1.09M in Q1 2026.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.