MIM
BRKRP

Morningstar Investment Management’s Bruker Corporation 6.375% Series A Preferred Stock BRKRP Stock Holding History

Morningstar Investment Management’s Portfolio BRKRP Stock Details BRKRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-937
Closed -$255K – 489
2025
Q3 		$255K Buy
+937
New +$250K 0.01% 463

Other funds holding BRKRP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAI
Aequim Alternative Investments Mill Valley, California $6.43B AUM 16.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
ACM
Advent Capital Management New York $4.46B AUM 0.73% 1-Year Est. Return

Morningstar Investment Management's BRKRP Position: Q4 2025 in Review

Morningstar Investment Management sold out of Bruker Corporation 6.375% Series A Preferred Stock (BRKRP) in Q4 2025, closing a stake of 937 shares — an estimated $255K sold.

Morningstar Investment Management first reported a position in BRKRP in Q3 2025 and held it in 1 quarter. The position peaked at $255K in Q3 2025. 33 funds tracked by Wall St. Rank hold BRKRP as of Q4 2025.

  • Morningstar Investment Management reported no remaining Bruker Corporation 6.375% Series A Preferred Stock position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 937 Bruker Corporation 6.375% Series A Preferred Stock shares in Q4 2025, an estimated $255K.
  • Morningstar Investment Management first reported a position in Bruker Corporation 6.375% Series A Preferred Stock in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Bruker Corporation 6.375% Series A Preferred Stock position peaked at $255K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Bruker Corporation 6.375% Series A Preferred Stock as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.