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Everhart Financial Group’s Baker Hughes BKR Stock Holding History

Everhart Financial 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 		$201K Sell
3,630
-39
-1% -$2.47K 0.01% 461
2026
Q1 		$224K Buy
+3,669
New +$212K 0.02% 425

Other funds holding BKR

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Everhart Financial Group's BKR Position: Q2 2026 in Review

Everhart Financial Group reduced its Baker Hughes (BKR) stake by 1.1% in Q2 2026, selling an estimated $2.47K and leaving 3,630 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #461.

Everhart Financial Group first reported a position in BKR in Q1 2026 and has held it in 2 quarters since. The position peaked at $224K in Q1 2026. 181 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Everhart Financial Group held 3,630 shares of Baker Hughes worth $201K as of Q2 2026.
  • Everhart Financial Group sold 39 Baker Hughes shares in Q2 2026, an estimated $2.47K.
  • Baker Hughes made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #461 holding.
  • Everhart Financial Group first reported a position in Baker Hughes in Q1 2026 and has held it in 2 quarters since.
  • Everhart Financial Group's Baker Hughes position peaked at $224K in Q1 2026.
  • 181 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.