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United Capital Financial Advisors’s Baker Hughes BKR Stock Holding History

United Capital Financial 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
Q1 		$1.54M Buy
25,236
+2,565
+11% +$148K 0.01% 622
2025
Q4 		$1.03M Sell
22,671
-1,113
-5% -$52.8K 0.01% 728
2025
Q3 		$1.16M Buy
23,784
+707
+3% +$31.2K 0.01% 601
2025
Q2 		$885K Buy
23,077
+2,835
+14% +$107K 0.01% 622
2025
Q1 		$890K Buy
20,242
+1,199
+6% +$53.5K 0.01% 592
2024
Q4 		$781K Buy
19,043
+772
+4% +$31.1K 0.01% 613
2024
Q3 		$660K Buy
18,271
+2,840
+18% +$99.8K 0.01% 654
2024
Q2 		$543K Buy
15,431
+1,225
+9% +$40.2K ﹤0.01% 690
2024
Q1 		$476K Sell
14,206
-3,421
-19% -$105K ﹤0.01% 748
2023
Q4 		$602K Buy
+17,627
New +$601K 0.01% 682
2020
Q1 		– Sell
-9,016
Closed -$231K – 1208
2019
Q4 		$231K Buy
+9,016
New +$205K ﹤0.01% 1242
2019
Q3 		– Sell
-11,515
Closed -$284K – 1330
2019
Q2 		$284K Sell
11,515
-7,358
-39% -$177K ﹤0.01% 1241
2019
Q1 		$523K Sell
18,873
-2,912
-13% -$73.6K ﹤0.01% 965
2018
Q4 		$468K Sell
21,785
-4,499
-17% -$115K ﹤0.01% 939
2018
Q3 		$889K Buy
26,284
+141
+0.5% +$4.66K 0.01% 812
2018
Q2 		$861K Sell
26,143
-687
-3% -$23.3K 0.01% 797
2018
Q1 		$745K Sell
26,830
-2,444
-8% -$74.8K 0.01% 847
2017
Q4 		$919K Sell
29,274
-9,178
-24% -$294K 0.01% 804
2017
Q3 		$1.41M Buy
+38,452
New +$1.36M 0.01% 678

Other funds holding BKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

United Capital Financial Advisors's BKR Position: Q1 2026 in Review

United Capital Financial Advisors increased its Baker Hughes (BKR) stake by 11% in Q1 2026, buying an estimated $148K and bringing the position to 25,236 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #622.

United Capital Financial Advisors first reported a position in BKR in Q3 2017 and has held it in 19 quarters since. 1,150 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • United Capital Financial Advisors held 25,236 shares of Baker Hughes worth $1.54M as of Q1 2026.
  • United Capital Financial Advisors bought 2,565 Baker Hughes shares in Q1 2026, an estimated $148K.
  • Baker Hughes made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #622 holding.
  • United Capital Financial Advisors first reported a position in Baker Hughes in Q3 2017 and has held it in 19 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.