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SHP Wealth Management’s Baker Hughes BKR Stock Holding History

SHP 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 		$22.8K Buy
411
+42
+11% +$2.65K ﹤0.01% 747
2026
Q1 		$22.5K Buy
369
+60
+19% +$3.47K ﹤0.01% 697
2025
Q4 		$14.1K Buy
+309
New +$14.7K ﹤0.01% 752

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

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

SHP Wealth Management increased its Baker Hughes (BKR) stake by 11% in Q2 2026, buying an estimated $2.65K and bringing the position to 411 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

SHP Wealth Management first reported a position in BKR in Q4 2025 and has held it in 3 quarters since. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • SHP Wealth Management held 411 shares of Baker Hughes worth $22.8K as of Q2 2026.
  • SHP Wealth Management bought 42 Baker Hughes shares in Q2 2026, an estimated $2.65K.
  • Baker Hughes made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #747 holding.
  • SHP Wealth Management first reported a position in Baker Hughes in Q4 2025 and has held it in 3 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.