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Ritholtz Wealth Management’s Baker Hughes BKR Stock Holding History

Ritholtz Wealth 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 		$2.2M Buy
39,728
+14,231
+56% +$900K 0.03% 397
2026
Q1 		$1.56M Buy
25,497
+1,790
+8% +$103K 0.03% 437
2025
Q4 		$1.08M Sell
23,707
-330
-1% -$15.6K 0.02% 496
2025
Q3 		$1.17M Sell
24,037
-3,922
-14% -$173K 0.02% 456
2025
Q2 		$1.07M Sell
27,959
-6,766
-19% -$255K 0.02% 435
2025
Q1 		$1.53M Buy
34,725
+339
+1% +$15.1K 0.05% 304
2024
Q4 		$1.41M Buy
34,386
+8,755
+34% +$353K 0.04% 291
2024
Q3 		$927K Buy
25,631
+12,606
+97% +$443K 0.03% 388
2024
Q2 		$458K Buy
+13,025
New +$427K 0.02% 554

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

Ritholtz Wealth Management's BKR Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Baker Hughes (BKR) stake by 56% in Q2 2026, buying an estimated $900K and bringing the position to 39,728 shares worth $2.2M. The position accounts for 0.03% of the portfolio, ranked #397.

Ritholtz Wealth Management first reported a position in BKR in Q2 2024 and has held it in 9 quarters since. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Ritholtz Wealth Management held 39,728 shares of Baker Hughes worth $2.2M as of Q2 2026.
  • Ritholtz Wealth Management bought 14,231 Baker Hughes shares in Q2 2026, an estimated $900K.
  • Baker Hughes made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #397 holding.
  • Ritholtz Wealth Management first reported a position in Baker Hughes in Q2 2024 and has held it in 9 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.