HighMark Wealth Management’s Bridger Aerospace BAER Stock Holding History

HighMark Wealth Management’s Portfolio BAER Stock Details BAER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$258K	Buy	130,162 +20,000	+18%	+$48.7K	0.1%	64
2025 Q4	$202K	Hold	110,162	–	–	0.08%	75
2025 Q3	$204K	Hold	110,162	–	–	0.09%	78
2025 Q2	$213K	Buy	110,162 +30,000	+37%	+$46.1K	0.1%	70
2025 Q1	$90.6K	Buy	80,162 +20,000	+33%	+$44K	0.05%	95
2024 Q4	$128K	Buy	+60,162	New	+$162K	0.07%	77

Other funds holding BAER

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HighMark Wealth Management's BAER Position: Q1 2026 in Review

HighMark Wealth Management increased its Bridger Aerospace (BAER) stake by 18% in Q1 2026, buying an estimated $48.7K and bringing the position to 130,162 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #64.

HighMark Wealth Management first reported a position in BAER in Q4 2024 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold BAER as of Q1 2026.

HighMark Wealth Management held 130,162 shares of Bridger Aerospace worth $258K as of Q1 2026.
HighMark Wealth Management bought 20,000 Bridger Aerospace shares in Q1 2026, an estimated $48.7K.
Bridger Aerospace made up 0.1% of HighMark Wealth Management's portfolio in Q1 2026, its #64 holding.
HighMark Wealth Management first reported a position in Bridger Aerospace in Q4 2024 and has held it in 6 quarters since.
72 funds tracked by Wall St. Rank held Bridger Aerospace as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.