Physician Wealth Advisors’s Baker Hughes BKR Stock Holding History

Physician Wealth 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	$14.1K	Sell	254 -12	-5%	-$759	﹤0.01%	780
2026 Q1	$16.2K	Sell	266 -1	-0.4%	-$58	﹤0.01%	675
2025 Q4	$12.2K	Buy	267 +21	+9%	+$996	﹤0.01%	712
2025 Q3	$12K	Buy	246 +233	+1,792%	+$10.3K	﹤0.01%	707
2025 Q2	$499	Sell	13 -95	-88%	-$3.58K	﹤0.01%	1711
2025 Q1	$4.75K	Buy	+108	New	+$4.82K	﹤0.01%	739

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Physician Wealth Advisors's BKR Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Baker Hughes (BKR) stake by 4.5% in Q2 2026, selling an estimated $759 and leaving 254 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Physician Wealth Advisors first reported a position in BKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.2K in Q1 2026. 218 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Physician Wealth Advisors held 254 shares of Baker Hughes worth $14.1K as of Q2 2026.
Physician Wealth Advisors sold 12 Baker Hughes shares in Q2 2026, an estimated $759.
Baker Hughes made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #780 holding.
Physician Wealth Advisors first reported a position in Baker Hughes in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Baker Hughes position peaked at $16.2K in Q1 2026.
218 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

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