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MorganRosel Wealth Management’s Baker Hughes BKR Stock Holding History

MorganRosel 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 		$724K Buy
+13,043
New +$825K 0.24% 69
2022
Q3 		– Sell
-37,515
Closed -$1.08M – 93
2022
Q2 		$1.08M Buy
37,515
+11,052
+42% +$374K 0.58% 28
2022
Q1 		$964K Buy
+26,463
New +$803K 0.47% 39

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

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

MorganRosel Wealth Management opened a new position in Baker Hughes (BKR) in Q2 2026: 13,043 shares worth $724K. The stake represents 0.24% of the portfolio and ranks #69 among its holdings. This is a return to the name: MorganRosel Wealth Management previously reported a position in BKR as recently as Q2 2022.

MorganRosel Wealth Management first reported a position in BKR in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.08M in Q2 2022. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • MorganRosel Wealth Management held 13,043 shares of Baker Hughes worth $724K as of Q2 2026.
  • Baker Hughes was a new MorganRosel Wealth Management position in Q2 2026.
  • Baker Hughes made up 0.24% of MorganRosel Wealth Management's portfolio in Q2 2026, its #69 holding.
  • MorganRosel Wealth Management first reported a position in Baker Hughes in Q1 2022 and has held it in 3 quarters since.
  • MorganRosel Wealth Management's Baker Hughes position peaked at $1.08M in Q2 2022.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

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