Waterloo Capital’s Baker Hughes BKR Stock Holding History

Waterloo Capital’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	–	Sell	-5,057	Closed	-$309K	–	565
2026 Q1	$309K	Buy	+5,057	New	+$292K	0.02%	391

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

Waterloo Capital's BKR Position: Q2 2026 in Review

Waterloo Capital sold out of Baker Hughes (BKR) in Q2 2026, closing a stake of 5,057 shares — an estimated $309K sold.

Waterloo Capital first reported a position in BKR in Q1 2026 and held it in 1 quarter. The position peaked at $309K in Q1 2026. 1,149 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Waterloo Capital reported no remaining Baker Hughes position as of Q2 2026 after selling out during the quarter.
Waterloo Capital sold 5,057 Baker Hughes shares in Q2 2026, an estimated $309K.
Waterloo Capital first reported a position in Baker Hughes in Q1 2026 and held it in 1 quarter.
Waterloo Capital's Baker Hughes position peaked at $309K in Q1 2026.
1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.