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Roberts Capital Advisors’s Baker Hughes BKR Stock Holding History

Roberts Capital 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
2025
Q4 		– Sell
-13,769
Closed -$671K – 13
2025
Q3 		$671K Hold
13,769
– – 0.75% 47
2025
Q2 		$528K Hold
13,769
– – 0.39% 75
2025
Q1 		$605K Buy
+13,769
New +$614K 0.53% 54

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Roberts Capital Advisors's BKR Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Baker Hughes (BKR) in Q4 2025, closing a stake of 13,769 shares — an estimated $671K sold.

Roberts Capital Advisors first reported a position in BKR in Q1 2025 and held it in 3 quarters. The position peaked at $671K in Q3 2025. 1,014 funds tracked by Wall St. Rank hold BKR as of Q4 2025.

  • Roberts Capital Advisors reported no remaining Baker Hughes position as of Q4 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 13,769 Baker Hughes shares in Q4 2025, an estimated $671K.
  • Roberts Capital Advisors first reported a position in Baker Hughes in Q1 2025 and held it in 3 quarters.
  • Roberts Capital Advisors's Baker Hughes position peaked at $671K in Q3 2025.
  • 1,014 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.