SOA Wealth Advisors’s Baker Hughes BKR Stock Holding History

SOA Wealth 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
2026 Q2	$6.2K	Buy	112 +96	+600%	+$6.07K	﹤0.01%	679
2026 Q1	$950	Hold	16	–	–	﹤0.01%	750
2025 Q4	$706	Buy	16 +1	+7%	+$47	﹤0.01%	765
2025 Q3	$752	Hold	15	–	–	﹤0.01%	778
2025 Q2	$589	Hold	15	–	–	﹤0.01%	779
2025 Q1	$671	Hold	15	–	–	﹤0.01%	769
2024 Q4	$623	Hold	15	–	–	﹤0.01%	766
2024 Q3	$546	Hold	15	–	–	﹤0.01%	746
2024 Q2	$528	Sell	15 -11	-42%	-$361	﹤0.01%	766
2024 Q1	$868	Hold	26	–	–	﹤0.01%	777
2023 Q4	$883	Hold	26	–	–	﹤0.01%	767
2023 Q3	$909	Hold	26	–	–	﹤0.01%	782
2023 Q2	$811	Hold	26	–	–	﹤0.01%	798
2023 Q1	$738	Buy	26 +1	+4%	+$30	﹤0.01%	819
2022 Q4	$752	Sell	25 -15	-38%	-$414	﹤0.01%	818
2022 Q3	$0	Sell	40 -37	-48%	-$926	﹤0.01%	831
2022 Q2	$2K	Sell	77 -1,006	-93%	-$34K	﹤0.01%	686
2022 Q1	$39K	Hold	1,083	–	–	0.01%	337
2021 Q4	$25K	Hold	1,083	–	–	0.01%	402
2021 Q3	$26K	Buy	1,083 +6	+0.6%	+$134	0.01%	406
2021 Q2	$24K	Buy	1,077 +344	+47%	+$7.94K	0.01%	421
2021 Q1	$15K	Buy	733 +224	+44%	+$5.1K	﹤0.01%	442
2020 Q4	$11K	Buy	+509	New	+$8.94K	﹤0.01%	489

Other funds holding BKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SOA Wealth Advisors's BKR Position: Q2 2026 in Review

SOA Wealth Advisors increased its Baker Hughes (BKR) stake by 600% in Q2 2026, buying an estimated $6.07K and bringing the position to 112 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

SOA Wealth Advisors first reported a position in BKR in Q4 2020 and has held it in 23 quarters since. The position peaked at $39K in Q1 2022. 1,141 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

SOA Wealth Advisors held 112 shares of Baker Hughes worth $6.2K as of Q2 2026.
SOA Wealth Advisors bought 96 Baker Hughes shares in Q2 2026, an estimated $6.07K.
Baker Hughes made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #679 holding.
SOA Wealth Advisors first reported a position in Baker Hughes in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Baker Hughes position peaked at $39K in Q1 2022.
1,141 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.