SteelPeak Wealth’s Bruker BRKR Stock Holding History

SteelPeak Wealth’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	$494K	Sell	8,215 -15,987	-66%	-$746K	0.01%	429
2026 Q1	$875K	Buy	+24,202	New	+$1.01M	0.03%	308
2025 Q4	–	Sell	-24,735	Closed	-$805K	–	545
2025 Q3	$805K	Buy	24,735 +4,803	+24%	+$171K	0.03%	327
2025 Q2	$821K	Buy	19,932 +7,803	+64%	+$301K	0.03%	304
2025 Q1	$506K	Buy	12,129 +8,477	+232%	+$441K	0.02%	346
2024 Q4	$214K	Sell	3,652 -9,065	-71%	-$536K	0.01%	478
2024 Q3	$878K	Buy	12,717 +1,775	+16%	+$115K	0.04%	247
2024 Q2	$698K	Buy	10,942 +3,613	+49%	+$272K	0.03%	269
2024 Q1	$688K	Buy	+7,329	New	+$590K	0.04%	263
2023 Q4	–	Sell	-7,812	Closed	-$487K	–	455
2023 Q3	$487K	Buy	+7,812	New	+$526K	0.03%	266
2023 Q2	–	Sell	-7,039	Closed	-$555K	–	455
2023 Q1	$555K	Buy	+7,039	New	+$508K	0.04%	228
2022 Q4	–	Sell	-12,159	Closed	-$645K	–	423
2022 Q3	$645K	Buy	12,159 +1,378	+13%	+$82.4K	0.05%	211
2022 Q2	$677K	Buy	10,781 +3,332	+45%	+$204K	0.05%	213
2022 Q1	$479K	Buy	+7,449	New	+$509K	0.03%	298

Other funds holding BRKR

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return