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Westwood Holdings Group’s Baker Hughes BKR Stock Holding History

Westwood Holdings Group’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 		$3.5M Buy
63,132
+23,632
+60% +$1.49M 0.03% 305
2026
Q1 		$2.41M Buy
39,500
+14,716
+59% +$851K 0.02% 313
2025
Q4 		$1.13M Buy
24,784
+3,472
+16% +$165K 0.01% 368
2025
Q3 		$1.04M Buy
21,312
+7,541
+55% +$333K 0.01% 378
2025
Q2 		$528K Buy
13,771
+1,612
+13% +$60.8K ﹤0.01% 412
2025
Q1 		$534K Buy
12,159
+1,641
+16% +$73.2K ﹤0.01% 389
2024
Q4 		$431K Hold
10,518
– – ﹤0.01% 422
2024
Q3 		$380K Buy
10,518
+2,340
+29% +$82.2K ﹤0.01% 415
2024
Q2 		$288K Buy
+8,178
New +$268K ﹤0.01% 422
2023
Q1 		– Sell
-351,881
Closed -$10.4M – 502
2022
Q4 		$10.4M Sell
351,881
-21,111
-6% -$582K 0.09% 198
2022
Q3 		$7.82M Sell
372,992
-115,108
-24% -$2.88M 0.09% 189
2022
Q2 		$14.1M Sell
488,100
-71,807
-13% -$2.43M 0.15% 156
2022
Q1 		$20.4M Sell
559,907
-478,135
-46% -$14.5M 0.19% 146
2021
Q4 		$25M Buy
1,038,042
+7,619
+0.7% +$188K 0.22% 137
2021
Q3 		$25.5M Sell
1,030,423
-91,968
-8% -$2.05M 0.28% 121
2021
Q2 		$25.7M Sell
1,122,391
-52,754
-4% -$1.22M 0.26% 132
2021
Q1 		$25.4M Sell
1,175,145
-75,125
-6% -$1.71M 0.26% 136
2020
Q4 		$26.1M Buy
+1,250,270
New +$22M 0.3% 117

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

Westwood Holdings Group's BKR Position: Q2 2026 in Review

Westwood Holdings Group increased its Baker Hughes (BKR) stake by 60% in Q2 2026, buying an estimated $1.49M and bringing the position to 63,132 shares worth $3.5M. The position accounts for 0.03% of the portfolio, ranked #305.

Westwood Holdings Group first reported a position in BKR in Q4 2020 and has held it in 18 quarters since. The position peaked at $26.1M in Q4 2020. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Westwood Holdings Group held 63,132 shares of Baker Hughes worth $3.5M as of Q2 2026.
  • Westwood Holdings Group bought 23,632 Baker Hughes shares in Q2 2026, an estimated $1.49M.
  • Baker Hughes made up 0.03% of Westwood Holdings Group's portfolio in Q2 2026, its #305 holding.
  • Westwood Holdings Group first reported a position in Baker Hughes in Q4 2020 and has held it in 18 quarters since.
  • Westwood Holdings Group's Baker Hughes position peaked at $26.1M in Q4 2020.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.