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Prevail Innovative Wealth Advisors’s Baker Hughes BKR Stock Holding History

Prevail Innovative 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 		– Sell
-138,362
Closed -$8.45M – 204
2026
Q1 		$8.45M Sell
138,362
-1,173
-0.8% -$67.8K 1.42% 16
2025
Q4 		$6.35M Buy
+139,535
New +$6.62M 1.14% 19

Other funds holding BKR

PL
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Prevail Innovative Wealth Advisors's BKR Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of Baker Hughes (BKR) in Q2 2026, closing a stake of 138,362 shares — an estimated $8.45M sold.

Prevail Innovative Wealth Advisors first reported a position in BKR in Q4 2025 and held it in 2 quarters. The position peaked at $8.45M in Q1 2026. 277 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Prevail Innovative Wealth Advisors reported no remaining Baker Hughes position as of Q2 2026 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 138,362 Baker Hughes shares in Q2 2026, an estimated $8.45M.
  • Prevail Innovative Wealth Advisors first reported a position in Baker Hughes in Q4 2025 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Baker Hughes position peaked at $8.45M in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

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