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Rothschild Investment LLC’s Baker Hughes BKR Stock Holding History

Rothschild Investment LLC’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 		$86.5K Buy
1,559
+186
+14% +$11.8K ﹤0.01% 1101
2026
Q1 		$83.8K Buy
1,373
+127
+10% +$7.34K ﹤0.01% 958
2025
Q4 		$56.7K Buy
1,246
+38
+3% +$1.8K ﹤0.01% 986
2025
Q3 		$58.8K Sell
1,208
-33
-3% -$1.46K ﹤0.01% 948
2025
Q2 		$47.6K Buy
1,241
+496
+67% +$18.7K ﹤0.01% 794
2025
Q1 		$32.7K Buy
745
+31
+4% +$1.38K ﹤0.01% 881
2024
Q4 		$29.3K Buy
714
+108
+18% +$4.36K ﹤0.01% 909
2024
Q3 		$21.9K Buy
606
+105
+21% +$3.69K ﹤0.01% 983
2024
Q2 		$17.6K Buy
501
+61
+14% +$2K ﹤0.01% 991
2024
Q1 		$14.7K Sell
440
-155
-26% -$4.78K ﹤0.01% 987
2023
Q4 		$20.3K Buy
+595
New +$20.3K ﹤0.01% 863
2021
Q2 		– Sell
-16,500
Closed -$357K – 489
2021
Q1 		$357K Buy
16,500
+3,000
+22% +$68.3K 0.03% 363
2020
Q4 		$281K Buy
13,500
+2,450
+22% +$43K 0.03% 365
2020
Q3 		$147K Hold
11,050
– – 0.02% 401
2020
Q2 		$170K Buy
+11,050
New +$162K 0.02% 390
2020
Q1 		– Sell
-8,850
Closed -$227K – 434
2019
Q4 		$227K Sell
8,850
-1,150
-12% -$26.1K 0.02% 400
2019
Q3 		$232K Buy
+10,000
New +$234K 0.03% 345
2019
Q1 		– Sell
-9,790
Closed -$210K – 377
2018
Q4 		$210K Buy
+9,790
New +$250K 0.03% 337

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rothschild Investment LLC's BKR Position: Q2 2026 in Review

Rothschild Investment LLC increased its Baker Hughes (BKR) stake by 14% in Q2 2026, buying an estimated $11.8K and bringing the position to 1,559 shares worth $86.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Rothschild Investment LLC first reported a position in BKR in Q4 2018 and has held it in 18 quarters since. The position peaked at $357K in Q1 2021. 912 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Rothschild Investment LLC held 1,559 shares of Baker Hughes worth $86.5K as of Q2 2026.
  • Rothschild Investment LLC bought 186 Baker Hughes shares in Q2 2026, an estimated $11.8K.
  • Baker Hughes made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1101 holding.
  • Rothschild Investment LLC first reported a position in Baker Hughes in Q4 2018 and has held it in 18 quarters since.
  • Rothschild Investment LLC's Baker Hughes position peaked at $357K in Q1 2021.
  • 912 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.