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Plato Investment Management’s Baker Hughes BKR Stock Holding History

Plato Investment 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 		$4.25M Sell
77,033
-7,257
-9% -$459K 0.24% 92
2026
Q1 		$5.15M Buy
84,290
+5,577
+7% +$322K 0.35% 62
2025
Q4 		$3.6M Hold
78,713
– – 0.24% 102
2025
Q3 		$3.81M Hold
78,713
– – 0.26% 94
2025
Q2 		$3.01M Sell
78,713
-16,432
-17% -$620K 0.23% 103
2025
Q1 		$4.23M Sell
95,145
-2,342
-2% -$104K 0.36% 68
2024
Q4 		$4.01M Sell
97,487
-29,159
-23% -$1.18M 0.3% 79
2024
Q3 		$4.57M Sell
126,646
-9,963
-7% -$350K 0.37% 60
2024
Q2 		$4.8M Buy
136,609
+1,630
+1% +$53.5K 0.45% 43
2024
Q1 		$4.52M Buy
134,979
+131,540
+3,825% +$4.06M 0.47% 48
2023
Q4 		$118K Buy
+3,439
New +$117K 0.14% 138

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

Plato Investment Management's BKR Position: Q2 2026 in Review

Plato Investment Management reduced its Baker Hughes (BKR) stake by 8.6% in Q2 2026, selling an estimated $459K and leaving 77,033 shares worth $4.25M. The position accounts for 0.24% of the portfolio, ranked #92.

Plato Investment Management first reported a position in BKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.15M in Q1 2026. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Plato Investment Management held 77,033 shares of Baker Hughes worth $4.25M as of Q2 2026.
  • Plato Investment Management sold 7,257 Baker Hughes shares in Q2 2026, an estimated $459K.
  • Baker Hughes made up 0.24% of Plato Investment Management's portfolio in Q2 2026, its #92 holding.
  • Plato Investment Management first reported a position in Baker Hughes in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Baker Hughes position peaked at $5.15M in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.