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Crestwood Advisors Group’s Baker Hughes BKR Stock Holding History

Crestwood Advisors Group’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 		$260K Buy
4,690
+724
+18% +$45.8K ﹤0.01% 739
2026
Q1 		$242K Buy
+3,966
New +$229K ﹤0.01% 670

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

Crestwood Advisors Group's BKR Position: Q2 2026 in Review

Crestwood Advisors Group increased its Baker Hughes (BKR) stake by 18% in Q2 2026, buying an estimated $45.8K and bringing the position to 4,690 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Crestwood Advisors Group first reported a position in BKR in Q1 2026 and has held it in 2 quarters since. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Crestwood Advisors Group held 4,690 shares of Baker Hughes worth $260K as of Q2 2026.
  • Crestwood Advisors Group bought 724 Baker Hughes shares in Q2 2026, an estimated $45.8K.
  • Baker Hughes made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #739 holding.
  • Crestwood Advisors Group first reported a position in Baker Hughes in Q1 2026 and has held it in 2 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.