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Root Financial Partners’s Bruker BRKR Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-307
Closed -$11.1K – 800
2026
Q1 		$11.1K Buy
307
+63
+26% +$2.63K ﹤0.01% 1636
2025
Q4 		$11.5K Buy
244
+199
+442% +$8.41K ﹤0.01% 1440
2025
Q3 		$1.46K Buy
+45
New +$1.6K ﹤0.01% 2004

Other funds holding BRKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Root Financial Partners's BRKR Position: Q2 2026 in Review

Root Financial Partners sold out of Bruker (BRKR) in Q2 2026, closing a stake of 307 shares — an estimated $11.1K sold.

Root Financial Partners first reported a position in BRKR in Q3 2025 and held it in 3 quarters. The position peaked at $11.5K in Q4 2025. 417 funds tracked by Wall St. Rank hold BRKR as of Q2 2026.

  • Root Financial Partners reported no remaining Bruker position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 307 Bruker shares in Q2 2026, an estimated $11.1K.
  • Root Financial Partners first reported a position in Bruker in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Bruker position peaked at $11.5K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Bruker as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.