Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Baker Hughes BKR Stock Holding History

Kovitz Investment Group Partners’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 		$2.13M Sell
38,300
-2,897
-7% -$183K 0.05% 224
2026
Q1 		$2.52M Sell
41,197
-67,560
-62% -$3.91M 0.06% 201
2025
Q4 		$4.95M Sell
108,757
-20,160
-16% -$956K 0.11% 146
2025
Q3 		$6.28M Sell
128,917
-4,933
-4% -$218K 0.02% 419
2025
Q2 		$5.13M Sell
133,850
-3,874
-3% -$146K 0.02% 449
2025
Q1 		$6.05M Buy
137,724
+3,291
+2% +$147K 0.03% 368
2024
Q4 		$5.52M Sell
134,433
-26,574
-17% -$1.07M 0.03% 381
2024
Q3 		$5.37M Buy
161,007
+14,504
+10% +$510K 0.04% 332
2024
Q2 		$5.16M Buy
+146,503
New +$4.8M 0.04% 282
2022
Q4 		– Sell
-13,400
Closed -$281K – 391
2022
Q3 		$281K Sell
13,400
-3,300
-20% -$82.6K 0.01% 363
2022
Q2 		$482K Hold
16,700
– – 0.01% 341
2022
Q1 		$608K Sell
16,700
-29,135
-64% -$884K 0.01% 329
2021
Q4 		$956K Buy
45,835
+22,035
+93% +$544K 0.02% 284
2021
Q3 		$589K Sell
23,800
-14,300
-38% -$318K 0.01% 343
2021
Q2 		$871K Hold
38,100
– – 0.02% 313
2021
Q1 		$823K Sell
38,100
-7,735
-17% -$176K 0.02% 299
2020
Q4 		$956K Sell
45,835
-3,745
-8% -$65.8K 0.02% 279
2020
Q3 		$659K Sell
49,580
-209
-0.4% -$3.2K 0.02% 301
2020
Q2 		$766K Sell
49,789
-500
-1% -$7.31K 0.02% 278
2020
Q1 		$528K Buy
50,289
+14,900
+42% +$280K 0.02% 289
2019
Q4 		$907K Buy
35,389
+250
+0.7% +$5.68K 0.03% 275
2019
Q3 		$815K Sell
35,139
-2,200
-6% -$51.6K 0.03% 284
2019
Q2 		$920K Buy
37,339
+700
+2% +$16.9K 0.03% 275
2019
Q1 		$1.01M Buy
36,639
+8,489
+30% +$215K 0.03% 274
2018
Q4 		$605K Sell
28,150
-9,750
-26% -$249K 0.02% 219
2018
Q3 		$1.28M Hold
37,900
– – 0.06% 79
2018
Q2 		$1.25M Sell
37,900
-3,050
-7% -$104K 0.06% 81
2018
Q1 		$1.14M Buy
40,950
+300
+0.7% +$9.18K 0.05% 84
2017
Q4 		$1.29M Buy
40,650
+7,150
+21% +$229K 0.06% 78
2017
Q3 		$1.23M Buy
+33,500
New +$1.19M 0.06% 81

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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

Kovitz Investment Group Partners's BKR Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Baker Hughes (BKR) stake by 7% in Q2 2026, selling an estimated $183K and leaving 38,300 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #224.

Kovitz Investment Group Partners first reported a position in BKR in Q3 2017 and has held it in 30 quarters since. The position peaked at $6.28M in Q3 2025. 1,151 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Kovitz Investment Group Partners held 38,300 shares of Baker Hughes worth $2.13M as of Q2 2026.
  • Kovitz Investment Group Partners sold 2,897 Baker Hughes shares in Q2 2026, an estimated $183K.
  • Baker Hughes made up 0.05% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #224 holding.
  • Kovitz Investment Group Partners first reported a position in Baker Hughes in Q3 2017 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's Baker Hughes position peaked at $6.28M in Q3 2025.
  • 1,151 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.