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Mount Yale Investment Advisors’s Baker Hughes BKR Stock Holding History

Mount Yale Investment 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 		$265K Sell
4,776
-130
-3% -$8.22K ﹤0.01% 1032
2026
Q1 		$300K Buy
+4,906
New +$284K 0.01% 887
2025
Q3 		– Sell
-5,708
Closed -$219K – 777
2025
Q2 		$219K Buy
+5,708
New +$215K 0.02% 535

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

Mount Yale Investment Advisors's BKR Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Baker Hughes (BKR) stake by 2.6% in Q2 2026, selling an estimated $8.22K and leaving 4,776 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Mount Yale Investment Advisors first reported a position in BKR in Q2 2025 and has held it in 3 quarters since. The position peaked at $300K in Q1 2026. 1,152 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Mount Yale Investment Advisors held 4,776 shares of Baker Hughes worth $265K as of Q2 2026.
  • Mount Yale Investment Advisors sold 130 Baker Hughes shares in Q2 2026, an estimated $8.22K.
  • Baker Hughes made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1032 holding.
  • Mount Yale Investment Advisors first reported a position in Baker Hughes in Q2 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Baker Hughes position peaked at $300K in Q1 2026.
  • 1,152 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.