Valued Wealth Advisors’s Baker Hughes BKR Stock Holding History

Valued 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	$9.59K	Sell	173 -16	-8%	-$1.01K	﹤0.01%	315
2026 Q1	$11.5K	Sell	189 -33	-15%	-$1.91K	﹤0.01%	260
2025 Q4	$10.1K	Buy	222 +21	+10%	+$996	﹤0.01%	218
2025 Q3	$9.79K	Buy	201 +10	+5%	+$441	﹤0.01%	219
2025 Q2	$7.34K	Sell	191 -105	-35%	-$3.96K	﹤0.01%	243
2025 Q1	$13K	Buy	296 +1	+0.3%	+$45	0.01%	197
2024 Q4	$12.1K	Buy	295 +125	+74%	+$5.04K	0.01%	206
2024 Q3	$6.15K	Sell	170 -47	-22%	-$1.65K	﹤0.01%	264
2024 Q2	$7.63K	Buy	217 +168	+343%	+$5.51K	0.01%	231
2024 Q1	$1.64K	Buy	49 +43	+717%	+$1.33K	﹤0.01%	382
2023 Q4	$212	Buy	+6	New	+$205	﹤0.01%	498

Other funds holding BKR

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Valued Wealth Advisors reduced its Baker Hughes (BKR) stake by 8.5% in Q2 2026, selling an estimated $1.01K and leaving 173 shares worth $9.59K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Valued Wealth Advisors first reported a position in BKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $13K in Q1 2025. 255 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Valued Wealth Advisors held 173 shares of Baker Hughes worth $9.59K as of Q2 2026.
Valued Wealth Advisors sold 16 Baker Hughes shares in Q2 2026, an estimated $1.01K.
Baker Hughes made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #315 holding.
Valued Wealth Advisors first reported a position in Baker Hughes in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Baker Hughes position peaked at $13K in Q1 2025.
255 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

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