Kaufman Rossin Wealth’s Baker Hughes BKR Stock Holding History

Kaufman Rossin Wealth’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
2025 Q2	–	Sell	-5,256	Closed	-$231K	–	149
2025 Q1	$231K	Buy	+5,256	New	+$235K	0.17%	123

Other funds holding BKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Kaufman Rossin Wealth's BKR Position: Q2 2025 in Review

Kaufman Rossin Wealth sold out of Baker Hughes (BKR) in Q2 2025, closing a stake of 5,256 shares — an estimated $231K sold.

Kaufman Rossin Wealth first reported a position in BKR in Q1 2025 and held it in 1 quarter. The position peaked at $231K in Q1 2025. 881 funds tracked by Wall St. Rank hold BKR as of Q2 2025.

Kaufman Rossin Wealth reported no remaining Baker Hughes position as of Q2 2025 after selling out during the quarter.
Kaufman Rossin Wealth sold 5,256 Baker Hughes shares in Q2 2025, an estimated $231K.
Kaufman Rossin Wealth first reported a position in Baker Hughes in Q1 2025 and held it in 1 quarter.
Kaufman Rossin Wealth's Baker Hughes position peaked at $231K in Q1 2025.
881 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.