Mission Wealth Management’s Baker Hughes BKR Stock Holding History

Mission Wealth Management’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	$934K	Buy	16,822 +3,244	+24%	+$205K	0.01%	501
2026 Q1	$829K	Sell	13,578 -446	-3%	-$25.8K	0.02%	360
2025 Q4	$639K	Buy	14,024 +259	+2%	+$12.3K	0.01%	433
2025 Q3	$671K	Sell	13,765 -244	-2%	-$10.8K	0.01%	413
2025 Q2	$537K	Sell	14,009 -265	-2%	-$10K	0.01%	460
2025 Q1	$627K	Sell	14,274 -699	-5%	-$31.2K	0.02%	402
2024 Q4	$614K	Sell	14,973 -7,350	-33%	-$296K	0.01%	385
2024 Q3	$807K	Sell	22,323 -1,140	-5%	-$40.1K	0.02%	334
2024 Q2	$825K	Sell	23,463 -1,216	-5%	-$39.9K	0.02%	318
2024 Q1	$827K	Sell	24,679 -2,752	-10%	-$84.9K	0.02%	331
2023 Q4	$938K	Buy	27,431 +184	+0.7%	+$6.28K	0.03%	250
2023 Q3	$962K	Sell	27,247 -578	-2%	-$20.5K	0.04%	226
2023 Q2	$880K	Sell	27,825 -1,072	-4%	-$31.3K	0.03%	247
2023 Q1	$834K	Buy	28,897 +2,712	+10%	+$82K	0.03%	258
2022 Q4	$773K	Buy	26,185 +2,778	+12%	+$76.6K	0.04%	249
2022 Q3	$491K	Buy	23,407 +933	+4%	+$23.4K	0.03%	295
2022 Q2	$649K	Sell	22,474 -2,601	-10%	-$87.9K	0.03%	263
2022 Q1	$913K	Buy	25,075 +741	+3%	+$22.5K	0.04%	215
2021 Q4	$585K	Buy	24,334 +1,831	+8%	+$45.2K	0.03%	280
2021 Q3	$557K	Sell	22,503 -171	-0.8%	-$3.81K	0.03%	269
2021 Q2	$519K	Buy	22,674 +186	+0.8%	+$4.29K	0.03%	277
2021 Q1	$486K	Sell	22,488 -695	-3%	-$15.8K	0.03%	264
2020 Q4	$483K	Buy	23,183 +11,359	+96%	+$200K	0.03%	247
2020 Q3	$157K	Buy	11,824 +1,346	+13%	+$20.6K	0.01%	351
2020 Q2	$161K	Buy	+10,478	New	+$153K	0.01%	327
2019 Q3	–	Sell	-8,236	Closed	-$203K	–	320
2019 Q2	$203K	Buy	8,236 +219	+3%	+$5.28K	0.02%	310
2019 Q1	$222K	Buy	+8,017	New	+$203K	0.03%	291
2018 Q4	–	Sell	-6,818	Closed	-$231K	–	278
2018 Q3	$231K	Sell	6,818 -6	-0.1%	-$198	0.03%	248
2018 Q2	$225K	Buy	+6,824	New	+$232K	0.03%	234

Other funds holding BKR

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Mission Wealth Management's BKR Position: Q2 2026 in Review

Mission Wealth Management increased its Baker Hughes (BKR) stake by 24% in Q2 2026, buying an estimated $205K and bringing the position to 16,822 shares worth $934K. The position accounts for 0.01% of the portfolio, ranked #501.

Mission Wealth Management first reported a position in BKR in Q2 2018 and has held it in 29 quarters since. The position peaked at $962K in Q3 2023. 277 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Mission Wealth Management held 16,822 shares of Baker Hughes worth $934K as of Q2 2026.
Mission Wealth Management bought 3,244 Baker Hughes shares in Q2 2026, an estimated $205K.
Baker Hughes made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #501 holding.
Mission Wealth Management first reported a position in Baker Hughes in Q2 2018 and has held it in 29 quarters since.
Mission Wealth Management's Baker Hughes position peaked at $962K in Q3 2023.
277 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.