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Fortis Capital Advisors’s Baker Hughes BKR Stock Holding History

Fortis Capital 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
Q1 		– Sell
-23,677
Closed -$1.08M – 380
2025
Q4 		$1.08M Buy
23,677
+4,616
+24% +$219K 0.16% 110
2025
Q3 		$929K Buy
19,061
+2,297
+14% +$101K 0.15% 119
2025
Q2 		$643K Buy
16,764
+683
+4% +$25.8K 0.11% 137
2025
Q1 		$707K Buy
+16,081
New +$717K 0.14% 122

Other funds holding BKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fortis Capital Advisors's BKR Position: Q1 2026 in Review

Fortis Capital Advisors sold out of Baker Hughes (BKR) in Q1 2026, closing a stake of 23,677 shares — an estimated $1.08M sold.

Fortis Capital Advisors first reported a position in BKR in Q1 2025 and held it in 4 quarters. The position peaked at $1.08M in Q4 2025. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Fortis Capital Advisors reported no remaining Baker Hughes position as of Q1 2026 after selling out during the quarter.
  • Fortis Capital Advisors sold 23,677 Baker Hughes shares in Q1 2026, an estimated $1.08M.
  • Fortis Capital Advisors first reported a position in Baker Hughes in Q1 2025 and held it in 4 quarters.
  • Fortis Capital Advisors's Baker Hughes position peaked at $1.08M in Q4 2025.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.