Peterson Wealth Advisors’s Bridger Aerospace BAER Stock Holding History

Peterson Wealth Advisors’s Portfolio BAER Stock Details BAER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$448K	Hold	233,323	–	–	0.05%	75
2026 Q1	$462K	Hold	233,323	–	–	0.06%	69
2025 Q4	$427K	Hold	233,323	–	–	0.06%	72
2025 Q3	$401K	Hold	233,323	–	–	0.06%	75
2025 Q2	$450K	Hold	233,323	–	–	0.07%	66
2025 Q1	$273K	Hold	233,323	–	–	0.05%	74
2024 Q4	$490K	Hold	233,323	–	–	0.09%	56
2024 Q3	$518K	Buy	233,323 +38,887	+20%	+$115K	0.1%	50
2024 Q2	$727K	Hold	194,436	–	–	0.15%	36
2024 Q1	$976K	Buy	+194,436	New	+$1.08M	0.21%	30

Other funds holding BAER

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

HWM

HighMark Wealth Management St. Paul, Minnesota $299M AUM 53.01% 1-Year Est. Return

Peterson Wealth Advisors's BAER Position: Q2 2026 in Review

Peterson Wealth Advisors held its Bridger Aerospace (BAER) position steady in Q2 2026 at 233,323 shares worth $448K. The position accounts for 0.05% of the portfolio, ranked #75.

Peterson Wealth Advisors first reported a position in BAER in Q1 2024 and has held it in 10 quarters since. The position peaked at $976K in Q1 2024. 60 funds tracked by Wall St. Rank hold BAER as of Q2 2026.

Peterson Wealth Advisors held 233,323 shares of Bridger Aerospace worth $448K as of Q2 2026.
Peterson Wealth Advisors left its Bridger Aerospace share count unchanged in Q2 2026.
Bridger Aerospace made up 0.05% of Peterson Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Peterson Wealth Advisors first reported a position in Bridger Aerospace in Q1 2024 and has held it in 10 quarters since.
Peterson Wealth Advisors's Bridger Aerospace position peaked at $976K in Q1 2024.
60 funds tracked by Wall St. Rank held Bridger Aerospace as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.