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Waverly Advisors’s Baker Hughes BKR Stock Holding History

Waverly 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 		$300K Buy
5,414
+195
+4% +$12.3K ﹤0.01% 1415
2026
Q1 		$319K Buy
+5,219
New +$302K ﹤0.01% 1273
2025
Q2 		– Sell
-8,499
Closed -$374K – 1186
2025
Q1 		$374K Buy
8,499
+477
+6% +$21.3K ﹤0.01% 859
2024
Q4 		$329K Buy
+8,022
New +$324K 0.01% 797
2017
Q4 		– Sell
-6,170
Closed -$226K – 403
2017
Q3 		$226K Buy
+6,170
New +$219K 0.05% 211

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 $3.38T 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

Waverly Advisors's BKR Position: Q2 2026 in Review

Waverly Advisors increased its Baker Hughes (BKR) stake by 3.7% in Q2 2026, buying an estimated $12.3K and bringing the position to 5,414 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Waverly Advisors first reported a position in BKR in Q3 2017 and has held it in 5 quarters since. The position peaked at $374K in Q1 2025. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Waverly Advisors held 5,414 shares of Baker Hughes worth $300K as of Q2 2026.
  • Waverly Advisors bought 195 Baker Hughes shares in Q2 2026, an estimated $12.3K.
  • Baker Hughes made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1415 holding.
  • Waverly Advisors first reported a position in Baker Hughes in Q3 2017 and has held it in 5 quarters since.
  • Waverly Advisors's Baker Hughes position peaked at $374K in Q1 2025.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.