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Mount Yale Investment Advisors’s Bruker BRKR Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-2,115
Closed -$87.1K – 792
2025
Q2 		$87.1K Buy
+2,115
New +$81.7K 0.01% 688
2024
Q2 		– Sell
-10,417
Closed -$979K – 549
2024
Q1 		$979K Buy
10,417
+5,286
+103% +$425K 0.08% 222
2023
Q4 		$377K Sell
5,131
-5,142
-50% -$329K 0.04% 372
2023
Q3 		$640K Buy
10,273
+1,048
+11% +$70.5K 0.07% 266
2023
Q2 		$682K Buy
+9,225
New +$703K 0.07% 266
2018
Q4 		– Sell
-1,225
Closed -$42K – 374
2018
Q3 		$42K Sell
1,225
-233
-16% -$7.67K 0.01% 632
2018
Q2 		$42K Sell
1,458
-520
-26% -$15.8K 0.01% 662
2018
Q1 		$59K Buy
+1,978
New +$64.2K 0.01% 586

Other funds holding BRKR

OAG
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Mount Yale Investment Advisors's BRKR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Bruker (BRKR) in Q3 2025, closing a stake of 2,115 shares — an estimated $87.1K sold.

Mount Yale Investment Advisors first reported a position in BRKR in Q1 2018 and held it in 8 quarters. The position peaked at $979K in Q1 2024. 339 funds tracked by Wall St. Rank hold BRKR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Bruker position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,115 Bruker shares in Q3 2025, an estimated $87.1K.
  • Mount Yale Investment Advisors first reported a position in Bruker in Q1 2018 and held it in 8 quarters.
  • Mount Yale Investment Advisors's Bruker position peaked at $979K in Q1 2024.
  • 339 funds tracked by Wall St. Rank held Bruker as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.