L.J. Altfest & Co’s Bruker BRKR Stock Holding History

L.J. Altfest & Co’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
2025 Q4	–	Sell	-13,520	Closed	-$439K	–	335
2025 Q3	$439K	Buy	+13,520	New	+$482K	0.05%	242
2025 Q1	–	Sell	-7,983	Closed	-$468K	–	329
2024 Q4	$468K	Buy	7,983 +4,419	+124%	+$261K	0.06%	217
2024 Q3	$246K	Buy	+3,564	New	+$230K	0.03%	296

Other funds holding BRKR

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

OAG

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCA

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return

EDRH

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

L.J. Altfest & Co's BRKR Position: Q4 2025 in Review

L.J. Altfest & Co sold out of Bruker (BRKR) in Q4 2025, closing a stake of 13,520 shares — an estimated $439K sold.

L.J. Altfest & Co first reported a position in BRKR in Q3 2024 and held it in 3 quarters. The position peaked at $468K in Q4 2024. 355 funds tracked by Wall St. Rank hold BRKR as of Q4 2025.

L.J. Altfest & Co reported no remaining Bruker position as of Q4 2025 after selling out during the quarter.
L.J. Altfest & Co sold 13,520 Bruker shares in Q4 2025, an estimated $439K.
L.J. Altfest & Co first reported a position in Bruker in Q3 2024 and held it in 3 quarters.
L.J. Altfest & Co's Bruker position peaked at $468K in Q4 2024.
355 funds tracked by Wall St. Rank held Bruker as of Q4 2025.

Based on L.J. Altfest & Co's 13F filing for Q4 2025, filed 23 Jan 2026.