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Synergy Investment Management’s Baker Hughes BKR Stock Holding History

Synergy Investment 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 		$4.62K Sell
83
-3
-3% -$190 ﹤0.01% 769
2026
Q1 		$5.25K Buy
+86
New +$4.97K ﹤0.01% 573
2025
Q2 		– Sell
-102
Closed -$4.48K – 124
2025
Q1 		$4.48K Hold
102
– – ﹤0.01% 468
2024
Q4 		$4.18K Buy
+102
New +$4.11K ﹤0.01% 484

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Vanguard Capital Management
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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

Synergy Investment Management's BKR Position: Q2 2026 in Review

Synergy Investment Management reduced its Baker Hughes (BKR) stake by 3.5% in Q2 2026, selling an estimated $190 and leaving 83 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Synergy Investment Management first reported a position in BKR in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.25K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Synergy Investment Management held 83 shares of Baker Hughes worth $4.62K as of Q2 2026.
  • Synergy Investment Management sold 3 Baker Hughes shares in Q2 2026, an estimated $190.
  • Baker Hughes made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #769 holding.
  • Synergy Investment Management first reported a position in Baker Hughes in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Baker Hughes position peaked at $5.25K in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.