Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Bruker BRKR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BRKR Stock Details BRKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$827K Buy
22,907
+21,276
+1,304% +$890K ﹤0.01% 1663
2025
Q4 		$77K Buy
1,631
+542
+50% +$22.9K ﹤0.01% 3267
2025
Q3 		$35K Sell
1,089
-55,842
-98% -$1.99M ﹤0.01% 3777
2025
Q2 		$2.35M Buy
56,931
+13,335
+31% +$515K 0.01% 896
2025
Q1 		$1.82M Buy
43,596
+26,582
+156% +$1.38M 0.01% 861
2024
Q4 		$997K Buy
17,014
+3,072
+22% +$182K ﹤0.01% 1088
2024
Q3 		$963K Buy
13,942
+9,165
+192% +$592K ﹤0.01% 1054
2024
Q2 		$305K Buy
4,777
+2,977
+165% +$224K ﹤0.01% 1387
2024
Q1 		$169K Buy
1,800
+253
+16% +$20.4K ﹤0.01% 1592
2023
Q4 		$114K Buy
1,547
+112
+8% +$7.18K ﹤0.01% 1677
2023
Q3 		$89K Buy
1,435
+84
+6% +$5.65K ﹤0.01% 1707
2023
Q2 		$100K Buy
1,351
+232
+21% +$17.7K ﹤0.01% 1565
2023
Q1 		$88K Sell
1,119
-231
-17% -$16.7K ﹤0.01% 1559
2022
Q4 		$92K Buy
1,350
+457
+51% +$29K ﹤0.01% 1412
2022
Q3 		$47K Sell
893
-71
-7% -$4.24K ﹤0.01% 1682
2022
Q2 		$61K Sell
964
-4,264
-82% -$261K ﹤0.01% 1532
2022
Q1 		$336K Buy
5,228
+1,749
+50% +$120K ﹤0.01% 847
2021
Q4 		$292K Buy
+3,479
New +$279K ﹤0.01% 882
2021
Q2 		$117K Hold
1,536
– – ﹤0.01% 1079
2021
Q1 		$117K Hold
1,536
– – ﹤0.01% 1079
2020
Q4 		$117K Hold
1,536
– – ﹤0.01% 1079
2020
Q3 		$117K Hold
1,536
– – ﹤0.01% 1079
2020
Q2 		$117K Hold
1,536
– – ﹤0.01% 1079
2020
Q1 		$117K Hold
1,536
– – ﹤0.01% 1079
2019
Q4 		$117K Hold
1,536
– – ﹤0.01% 1079
2019
Q3 		$117K Hold
1,536
– – ﹤0.01% 1079
2019
Q2 		$117K Hold
1,536
– – ﹤0.01% 1079
2019
Q1 		$117K Sell
1,536
-261,086
-99% -$9.42M ﹤0.01% 1079
2018
Q4 		$7.82M Buy
262,622
+5,582
+2% +$176K 0.2% 111
2018
Q3 		$8.6M Buy
257,040
+118,469
+85% +$3.9M 0.22% 113
2018
Q2 		$4.02M Buy
+138,571
New +$4.21M 0.13% 136

Other funds holding BRKR

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BRKR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Bruker (BRKR) stake by 1,304% in Q1 2026, buying an estimated $890K and bringing the position to 22,907 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Carson Wealth (CWM LLC) first reported a position in BRKR in Q2 2018 and has held it in 31 quarters since. The position peaked at $8.6M in Q3 2018. 345 funds tracked by Wall St. Rank hold BRKR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,907 shares of Bruker worth $827K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 21,276 Bruker shares in Q1 2026, an estimated $890K.
  • Bruker made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1663 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bruker in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Bruker position peaked at $8.6M in Q3 2018.
  • 345 funds tracked by Wall St. Rank held Bruker as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.