Heritage Wealth Advisors’s Baker Hughes BKR Stock Holding History

Heritage 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	$274K	Buy	4,928 +4,834	+5,143%	+$306K	0.01%	195
2026 Q1	$5.74K	Hold	94	–	–	﹤0.01%	558
2025 Q4	$4.28K	Hold	94	–	–	﹤0.01%	507
2025 Q3	$4.58K	Hold	94	–	–	﹤0.01%	474
2025 Q2	$3.6K	Hold	94	–	–	﹤0.01%	480
2025 Q1	$4.13K	Sell	94 -20	-18%	-$892	﹤0.01%	466
2024 Q4	$4.68K	Buy	114 +20	+21%	+$807	﹤0.01%	499
2024 Q3	$3.4K	Buy	+94	New	+$3.3K	﹤0.01%	515
2021 Q1	–	Sell	-80	Closed	-$2K	–	567
2020 Q4	$2K	Sell	80 -2	-2%	-$35	﹤0.01%	508
2020 Q3	$1.09K	Buy	+82	New	+$1.25K	﹤0.01%	452
2020 Q1	–	Sell	-18	Closed	-$461	–	458
2019 Q4	$461	Buy	+18	New	+$409	﹤0.01%	701

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

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

Heritage Wealth Advisors increased its Baker Hughes (BKR) stake by 5,143% in Q2 2026, buying an estimated $306K and bringing the position to 4,928 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #195.

Heritage Wealth Advisors first reported a position in BKR in Q4 2019 and has held it in 11 quarters since. 1,149 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Heritage Wealth Advisors held 4,928 shares of Baker Hughes worth $274K as of Q2 2026.
Heritage Wealth Advisors bought 4,834 Baker Hughes shares in Q2 2026, an estimated $306K.
Baker Hughes made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #195 holding.
Heritage Wealth Advisors first reported a position in Baker Hughes in Q4 2019 and has held it in 11 quarters since.
1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.