PWA
BRKR icon

Principia Wealth Advisory’s Bruker BRKR Stock Holding History

Principia Wealth Advisory’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
-14
Closed -$577 – 977
2025
Q2 		$577 Buy
14
+4
+40% +$154 ﹤0.01% 703
2025
Q1 		$412 Buy
10
+7
+233% +$364 ﹤0.01% 619
2024
Q4 		$176 Buy
+3
New +$177 ﹤0.01% 742

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

Principia Wealth Advisory's BRKR Position: Q3 2025 in Review

Principia Wealth Advisory sold out of Bruker (BRKR) in Q3 2025, closing a stake of 14 shares — an estimated $577 sold.

Principia Wealth Advisory first reported a position in BRKR in Q4 2024 and held it in 3 quarters. The position peaked at $577 in Q2 2025. 339 funds tracked by Wall St. Rank hold BRKR as of Q3 2025.

  • Principia Wealth Advisory reported no remaining Bruker position as of Q3 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 14 Bruker shares in Q3 2025, an estimated $577.
  • Principia Wealth Advisory first reported a position in Bruker in Q4 2024 and held it in 3 quarters.
  • Principia Wealth Advisory's Bruker position peaked at $577 in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Bruker as of Q3 2025.

Based on Principia Wealth Advisory's 13F filing for Q3 2025, filed 10 Feb 2026.