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EverSource Wealth Advisors’s Baker Hughes BKR Stock Holding History

EverSource 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
2026
Q2 		$486K Sell
8,751
-2,985
-25% -$189K 0.02% 575
2026
Q1 		$717K Buy
11,736
+3,146
+37% +$182K 0.02% 475
2025
Q4 		$391K Buy
8,590
+1,640
+24% +$77.8K 0.01% 629
2025
Q3 		$339K Sell
6,950
-266
-4% -$11.7K 0.01% 671
2025
Q2 		$277K Buy
7,216
+2,368
+49% +$89.4K 0.01% 709
2025
Q1 		$213K Buy
4,848
+876
+22% +$39.1K 0.01% 639
2024
Q4 		$163K Sell
3,972
-350
-8% -$14.1K 0.01% 730
2024
Q3 		$156K Sell
4,322
-15
-0.3% -$527 0.01% 640
2024
Q2 		$168K Sell
4,337
-724
-14% -$23.7K 0.01% 618
2024
Q1 		$165K Buy
5,061
+149
+3% +$4.59K 0.01% 553
2023
Q4 		$168K Sell
4,912
-79
-2% -$2.69K 0.02% 477
2023
Q3 		$176K Sell
4,991
-470
-9% -$16.6K 0.02% 424
2023
Q2 		$173K Buy
5,461
+450
+9% +$13.1K 0.02% 438
2023
Q1 		$145K Buy
5,011
+914
+22% +$27.6K 0.02% 447
2022
Q4 		$121K Sell
4,097
-18
-0.4% -$497 0.02% 456
2022
Q3 		$86K Buy
4,115
+1,332
+48% +$33.4K 0.02% 468
2022
Q2 		$81K Hold
2,783
– – 0.02% 435
2022
Q1 		$102K Sell
2,783
-1,885
-40% -$57.2K 0.03% 330
2021
Q4 		$113K Buy
+4,668
New +$115K 0.03% 289

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 $3.37T AUM 44.26% 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

EverSource Wealth Advisors's BKR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Baker Hughes (BKR) stake by 25% in Q2 2026, selling an estimated $189K and leaving 8,751 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #575.

EverSource Wealth Advisors first reported a position in BKR in Q4 2021 and has held it in 19 quarters since. The position peaked at $717K in Q1 2026. 1,143 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • EverSource Wealth Advisors held 8,751 shares of Baker Hughes worth $486K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,985 Baker Hughes shares in Q2 2026, an estimated $189K.
  • Baker Hughes made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #575 holding.
  • EverSource Wealth Advisors first reported a position in Baker Hughes in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Baker Hughes position peaked at $717K in Q1 2026.
  • 1,143 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.