EverSource Wealth Advisors’s Bruker BRKR Stock Holding History

EverSource Wealth Advisors’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	$54.2K	Buy	1,500 +1,263	+533%	+$52.8K	﹤0.01%	1821
2025 Q4	$11.2K	Buy	237 +21	+10%	+$887	﹤0.01%	2740
2025 Q3	$7.02K	Sell	216 -2,554	-92%	-$91K	﹤0.01%	2993
2025 Q2	$114K	Buy	2,770 +942	+52%	+$36.4K	0.01%	1133
2025 Q1	$76.3K	Buy	1,828 +498	+37%	+$25.9K	﹤0.01%	1023
2024 Q4	$78K	Buy	1,330 +390	+41%	+$23K	﹤0.01%	996
2024 Q3	$64.9K	Buy	940 +169	+22%	+$10.9K	﹤0.01%	956
2024 Q2	$52.8K	Sell	771 -87	-10%	-$6.55K	﹤0.01%	1061
2024 Q1	$66.9K	Buy	858 +248	+41%	+$20K	0.01%	862
2023 Q4	$44.9K	Buy	610 +138	+29%	+$8.84K	﹤0.01%	942
2023 Q3	$29.4K	Buy	472 +146	+45%	+$9.82K	﹤0.01%	990
2023 Q2	$24.1K	Buy	326 +106	+48%	+$8.08K	﹤0.01%	1074
2023 Q1	$17.4K	Buy	220 +147	+201%	+$10.6K	﹤0.01%	1134
2022 Q4	$4.99K	Buy	+73	New	+$4.64K	﹤0.01%	1599
2022 Q3	–	Sell	-61	Closed	-$4K	–	1982
2022 Q2	$4K	Buy	+61	New	+$3.74K	﹤0.01%	1309
2022 Q1	–	Sell	-25	Closed	-$2K	–	1717
2021 Q4	$2K	Buy	+25	New	+$2K	﹤0.01%	1507

Other funds holding BRKR

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return