Kestra Advisory Services’s Bruker BRKR Stock Holding History

Kestra Advisory Services’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	–	Sell	-5,280	Closed	-$249K	–	3274
2025 Q4	$249K	Sell	5,280 -1,157	-18%	-$48.9K	﹤0.01%	2699
2025 Q3	$209K	Buy	+6,437	New	+$229K	﹤0.01%	2721
2025 Q2	–	Sell	-3,394	Closed	-$142K	–	2838
2025 Q1	$142K	Buy	+3,394	New	+$177K	﹤0.01%	2543
2024 Q3	–	Sell	-3,168	Closed	-$202K	–	2575
2024 Q2	$202K	Sell	3,168 -747	-19%	-$56.2K	﹤0.01%	2404
2024 Q1	$368K	Buy	3,915 +651	+20%	+$52.4K	﹤0.01%	1863
2023 Q4	$240K	Buy	+3,264	New	+$209K	﹤0.01%	1995
2023 Q3	–	Sell	-3,210	Closed	-$237K	–	2121
2023 Q2	$237K	Buy	+3,210	New	+$245K	﹤0.01%	1800
2023 Q1	–	Sell	-6,808	Closed	-$465K	–	2094
2022 Q4	$465K	Buy	6,808 +2,595	+62%	+$165K	﹤0.01%	1452
2022 Q3	$224K	Sell	4,213 -358	-8%	-$21.4K	﹤0.01%	1800
2022 Q2	$287K	Buy	+4,571	New	+$280K	﹤0.01%	1657
2022 Q1	–	Sell	-3,386	Closed	-$284K	–	2014
2021 Q4	$284K	Sell	3,386 -21	-0.6%	-$1.68K	﹤0.01%	1634
2021 Q3	$266K	Buy	3,407 +662	+24%	+$55K	﹤0.01%	1771
2021 Q2	$209K	Buy	+2,745	New	+$192K	﹤0.01%	1838

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