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Private Wealth Partners’s Baker Hughes BKR Stock Holding History

Private Wealth Partners’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 		$1.14M Sell
20,600
-27,900
-58% -$1.76M 0.08% 96
2026
Q1 		$2.96M Hold
48,500
– – 0.23% 57
2025
Q4 		$2.21M Buy
48,500
+30,150
+164% +$1.43M 0.16% 66
2025
Q3 		$894K Buy
+18,350
New +$810K 0.06% 102

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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

Private Wealth Partners's BKR Position: Q2 2026 in Review

Private Wealth Partners reduced its Baker Hughes (BKR) stake by 58% in Q2 2026, selling an estimated $1.76M and leaving 20,600 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #96.

Private Wealth Partners first reported a position in BKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.96M in Q1 2026. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Private Wealth Partners held 20,600 shares of Baker Hughes worth $1.14M as of Q2 2026.
  • Private Wealth Partners sold 27,900 Baker Hughes shares in Q2 2026, an estimated $1.76M.
  • Baker Hughes made up 0.08% of Private Wealth Partners's portfolio in Q2 2026, its #96 holding.
  • Private Wealth Partners first reported a position in Baker Hughes in Q3 2025 and has held it in 4 quarters since.
  • Private Wealth Partners's Baker Hughes position peaked at $2.96M in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.