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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
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

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
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Root Financial Partners's BRKR Position: Q1 2026 in Review

Root Financial Partners increased its Bruker (BRKR) stake by 26% in Q1 2026, buying an estimated $2.63K and bringing the position to 307 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Root Financial Partners first reported a position in BRKR in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.5K in Q4 2025. 343 funds tracked by Wall St. Rank hold BRKR as of Q1 2026.

  • Root Financial Partners held 307 shares of Bruker worth $11.1K as of Q1 2026.
  • Root Financial Partners bought 63 Bruker shares in Q1 2026, an estimated $2.63K.
  • Bruker made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1636 holding.
  • Root Financial Partners first reported a position in Bruker in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Bruker position peaked at $11.5K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Bruker as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.