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Congress Wealth Management’s Baker Hughes BKR Stock Holding History

Congress 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
2025
Q2 		$786K Sell
20,499
-333,028
-94% -$12.6M 0.01% 773
2025
Q1 		$15.5M Buy
353,527
+17,016
+5% +$759K 0.19% 140
2024
Q4 		$13.8M Buy
+336,511
New +$13.6M 0.19% 155

Other funds holding BKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Congress Wealth Management's BKR Position: Q2 2025 in Review

Congress Wealth Management reduced its Baker Hughes (BKR) stake by 94% in Q2 2025, selling an estimated $12.6M and leaving 20,499 shares worth $786K. The position accounts for 0.01% of the portfolio, ranked #773.

Congress Wealth Management first reported a position in BKR in Q4 2024 and has held it in 3 quarters since. The position peaked at $15.5M in Q1 2025. 883 funds tracked by Wall St. Rank hold BKR as of Q2 2025.

  • Congress Wealth Management held 20,499 shares of Baker Hughes worth $786K as of Q2 2025.
  • Congress Wealth Management sold 333,028 Baker Hughes shares in Q2 2025, an estimated $12.6M.
  • Baker Hughes made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #773 holding.
  • Congress Wealth Management first reported a position in Baker Hughes in Q4 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's Baker Hughes position peaked at $15.5M in Q1 2025.
  • 883 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.