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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
Q2 		$801K Buy
+14,434
New +$913K 0.09% 189
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 $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 $3.38T AUM 44.17% 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

Fortis Capital Advisors's BKR Position: Q2 2026 in Review

Fortis Capital Advisors opened a new position in Baker Hughes (BKR) in Q2 2026: 14,434 shares worth $801K. The stake represents 0.09% of the portfolio and ranks #189 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in BKR as recently as Q4 2025.

Fortis Capital Advisors first reported a position in BKR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.08M in Q4 2025. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Fortis Capital Advisors held 14,434 shares of Baker Hughes worth $801K as of Q2 2026.
  • Baker Hughes was a new Fortis Capital Advisors position in Q2 2026.
  • Baker Hughes made up 0.09% of Fortis Capital Advisors's portfolio in Q2 2026, its #189 holding.
  • Fortis Capital Advisors first reported a position in Baker Hughes in Q1 2025 and has held it in 5 quarters since.
  • Fortis Capital Advisors's Baker Hughes position peaked at $1.08M in Q4 2025.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.