Needham Investment Management’s Bruker BRKR Stock Holding History

Needham Investment Management’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	$15.3M	Buy	424,250 +59,600	+16%	+$2.49M	0.78%	39
2025 Q4	$17.2M	Sell	364,650 -35,350	-9%	-$1.49M	1.09%	29
2025 Q3	$13M	Buy	400,000 +179,500	+81%	+$6.4M	0.91%	36
2025 Q2	$9.08M	Sell	220,500 -9,500	-4%	-$367K	0.72%	45
2025 Q1	$9.6M	Sell	230,000 -6,000	-3%	-$312K	0.9%	41
2024 Q4	$13.8M	Buy	236,000 +6,000	+3%	+$355K	1.07%	32
2024 Q3	$15.9M	Buy	230,000 +100,000	+77%	+$6.46M	1.22%	27
2024 Q2	$8.3M	Buy	130,000 +63,500	+95%	+$4.78M	0.68%	45
2024 Q1	$6.25M	Buy	66,500 +7,250	+12%	+$583K	0.58%	49
2023 Q4	$4.35M	Buy	59,250 +26,750	+82%	+$1.71M	0.55%	53
2023 Q3	$2.02M	Buy	32,500 +2,500	+8%	+$168K	0.34%	70
2023 Q2	$2.22M	Hold	30,000	–	–	0.37%	58
2023 Q1	$2.37M	Hold	30,000	–	–	0.41%	66
2022 Q4	$2.05M	Hold	30,000	–	–	0.37%	65
2022 Q3	$1.59M	Hold	30,000	–	–	0.31%	70
2022 Q2	$1.88M	Buy	30,000 +6,500	+28%	+$399K	0.35%	70
2022 Q1	$1.51M	Buy	23,500 +7,000	+42%	+$479K	0.22%	79
2021 Q4	$1.39M	Buy	16,500 +3,000	+22%	+$240K	0.17%	80
2021 Q3	$1.05M	Hold	13,500	–	–	0.14%	89
2021 Q2	$1.03M	Buy	13,500 +1,500	+13%	+$105K	0.15%	86
2021 Q1	$771K	Hold	12,000	–	–	0.11%	99
2020 Q4	$649K	Hold	12,000	–	–	0.11%	94
2020 Q3	$477K	Hold	12,000	–	–	0.1%	92
2020 Q2	$488K	Hold	12,000	–	–	0.1%	84
2020 Q1	$430K	Buy	12,000 +2,000	+20%	+$92.7K	0.12%	91
2019 Q4	$510K	Hold	10,000	–	–	0.14%	81
2019 Q3	$439K	Buy	+10,000	New	+$448K	0.14%	75
2018 Q3	–	Sell	-7,000	Closed	-$203K	–	86
2018 Q2	$203K	Sell	7,000 -500	-7%	-$15.2K	0.06%	87
2018 Q1	$224K	Hold	7,500	–	–	0.06%	89
2017 Q4	$257K	Hold	7,500	–	–	0.07%	86
2017 Q3	$223K	Sell	7,500 -2,500	-25%	-$72K	0.06%	86
2017 Q2	$288K	Hold	10,000	–	–	0.08%	93
2017 Q1	$233K	Hold	10,000	–	–	0.06%	103
2016 Q4	$212K	Hold	10,000	–	–	0.05%	97
2016 Q3	$227K	Hold	10,000	–	–	0.06%	89
2016 Q2	$227K	Sell	10,000 -10,000	-50%	-$267K	0.06%	82
2016 Q1	$560K	Sell	20,000 -5,000	-20%	-$125K	0.15%	77
2015 Q4	$607K	Sell	25,000 -25,000	-50%	-$519K	0.15%	78
2015 Q3	$822K	Sell	50,000 -5,000	-9%	-$97.1K	0.21%	71
2015 Q2	$1.12M	Hold	55,000	–	–	0.24%	66
2015 Q1	$1.02M	Hold	55,000	–	–	0.22%	71
2014 Q4	$1.08M	Buy	55,000 +25,000	+83%	+$481K	0.23%	68
2014 Q3	$555K	Buy	30,000 +8,500	+40%	+$182K	0.12%	85
2014 Q2	$522K	Buy	+21,500	New	+$467K	0.11%	90

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