EP Wealth Advisors’s Baker Hughes BKR Stock Holding History

EP Wealth 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
2025 Q2	$316K	Sell	8,238 -631	-7%	-$23.8K	﹤0.01%	987
2025 Q1	$390K	Sell	8,869 -1,022	-10%	-$45.6K	﹤0.01%	796
2024 Q4	$406K	Sell	9,891 -7,742	-44%	-$312K	﹤0.01%	760
2024 Q3	$637K	Buy	+17,633	New	+$620K	0.01%	614

Other funds holding BKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

EP Wealth Advisors's BKR Position: Q2 2025 in Review

EP Wealth Advisors reduced its Baker Hughes (BKR) stake by 7.1% in Q2 2025, selling an estimated $23.8K and leaving 8,238 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

EP Wealth Advisors first reported a position in BKR in Q3 2024 and has held it in 4 quarters since. The position peaked at $637K in Q3 2024. 881 funds tracked by Wall St. Rank hold BKR as of Q2 2025.

EP Wealth Advisors held 8,238 shares of Baker Hughes worth $316K as of Q2 2025.
EP Wealth Advisors sold 631 Baker Hughes shares in Q2 2025, an estimated $23.8K.
Baker Hughes made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #987 holding.
EP Wealth Advisors first reported a position in Baker Hughes in Q3 2024 and has held it in 4 quarters since.
EP Wealth Advisors's Baker Hughes position peaked at $637K in Q3 2024.
881 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.