VFA
BKR icon

Valeo Financial Advisors’s Baker Hughes BKR Stock Holding History

Valeo 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
Q2 		$370K Buy
6,675
+1,069
+19% +$67.6K 0.01% 544
2026
Q1 		$342K Sell
5,606
-4,853
-46% -$281K 0.01% 503
2025
Q4 		$476K Buy
10,459
+1,280
+14% +$60.7K 0.01% 476
2025
Q3 		$447K Buy
9,179
+1,288
+16% +$56.8K 0.01% 491
2025
Q2 		$303K Buy
+7,891
New +$298K 0.01% 579
2021
Q2 		– Sell
-60
Closed -$1K – 671
2021
Q1 		$1K Buy
+60
New +$1.37K ﹤0.01% 1869
2020
Q4 		– Sell
-43
Closed -$1K – 1679
2020
Q3 		$1K Sell
43
-103
-71% -$1.58K ﹤0.01% 1469
2020
Q2 		$2K Sell
146
-94
-39% -$1.38K ﹤0.01% 1727
2020
Q1 		$3K Sell
240
-3,900
-94% -$73.3K ﹤0.01% 1400
2019
Q4 		$106K Buy
4,140
+4,000
+2,857% +$91K 0.01% 449
2019
Q3 		$3K Hold
140
– – ﹤0.01% 1307
2019
Q2 		$3K Sell
140
-55
-28% -$1.33K ﹤0.01% 1319
2019
Q1 		$5K Sell
195
-19
-9% -$480 ﹤0.01% 1146
2018
Q4 		$5K Buy
214
+132
+161% +$3.37K ﹤0.01% 1058
2018
Q3 		$2K Buy
82
+55
+204% +$1.82K ﹤0.01% 1434
2018
Q2 		$1K Buy
27
+19
+238% +$645 ﹤0.01% 1428
2018
Q1 		$0 Hold
8
– – ﹤0.01% 1538
2017
Q4 		$0 Buy
+8
New +$257 ﹤0.01% 1385

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 $3.37T AUM 44.26% 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

Valeo Financial Advisors's BKR Position: Q2 2026 in Review

Valeo Financial Advisors increased its Baker Hughes (BKR) stake by 19% in Q2 2026, buying an estimated $67.6K and bringing the position to 6,675 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #544.

Valeo Financial Advisors first reported a position in BKR in Q4 2017 and has held it in 18 quarters since. The position peaked at $476K in Q4 2025. 1,143 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Valeo Financial Advisors held 6,675 shares of Baker Hughes worth $370K as of Q2 2026.
  • Valeo Financial Advisors bought 1,069 Baker Hughes shares in Q2 2026, an estimated $67.6K.
  • Baker Hughes made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #544 holding.
  • Valeo Financial Advisors first reported a position in Baker Hughes in Q4 2017 and has held it in 18 quarters since.
  • Valeo Financial Advisors's Baker Hughes position peaked at $476K in Q4 2025.
  • 1,143 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.