Equitable Trust’s Baker Hughes BKR Stock Holding History

Equitable Trust’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	$14.3M	Buy	257,889 +96,359	+60%	+$6.09M	0.6%	39
2026 Q1	$9.86M	Buy	+161,530	New	+$9.34M	0.46%	49

Other funds holding BKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Equitable Trust's BKR Position: Q2 2026 in Review

Equitable Trust increased its Baker Hughes (BKR) stake by 60% in Q2 2026, buying an estimated $6.09M and bringing the position to 257,889 shares worth $14.3M. The position accounts for 0.6% of the portfolio, ranked #39.

Equitable Trust first reported a position in BKR in Q1 2026 and has held it in 2 quarters since. 1,148 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Equitable Trust held 257,889 shares of Baker Hughes worth $14.3M as of Q2 2026.
Equitable Trust bought 96,359 Baker Hughes shares in Q2 2026, an estimated $6.09M.
Baker Hughes made up 0.6% of Equitable Trust's portfolio in Q2 2026, its #39 holding.
Equitable Trust first reported a position in Baker Hughes in Q1 2026 and has held it in 2 quarters since.
1,148 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.