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Wealthspire Advisors (New York)’s Baker Hughes BKR Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-6,118
Closed -$279K – 949
2025
Q4 		$279K Buy
6,118
+3,077
+101% +$146K ﹤0.01% 834
2025
Q3 		$148K Buy
+3,041
New +$134K ﹤0.01% 890
2021
Q2 		– Sell
-11,453
Closed -$247K – 405
2021
Q1 		$247K Buy
11,453
+934
+9% +$21.3K 0.01% 614
2020
Q4 		$219K Buy
+10,519
New +$185K 0.01% 526
2019
Q1 		– Sell
-318
Closed -$7K – 141
2018
Q4 		$7K Buy
+318
New +$8.12K ﹤0.01% 580

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

Wealthspire Advisors (New York)'s BKR Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Baker Hughes (BKR) in Q1 2026, closing a stake of 6,118 shares — an estimated $279K sold.

Wealthspire Advisors (New York) first reported a position in BKR in Q4 2018 and held it in 5 quarters. The position peaked at $279K in Q4 2025. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Baker Hughes position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 6,118 Baker Hughes shares in Q1 2026, an estimated $279K.
  • Wealthspire Advisors (New York) first reported a position in Baker Hughes in Q4 2018 and held it in 5 quarters.
  • Wealthspire Advisors (New York)'s Baker Hughes position peaked at $279K in Q4 2025.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.