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Summit Wealth Group (Colorado)’s Bruker BRKR Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-5,075
Closed -$316K – 318
2025
Q3 		$316K Buy
+5,075
New +$181K 0.03% 347

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BRKR Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Bruker (BRKR) in Q4 2025, closing a stake of 5,075 shares — an estimated $316K sold.

Summit Wealth Group (Colorado) first reported a position in BRKR in Q3 2025 and held it in 1 quarter. The position peaked at $316K in Q3 2025. 355 funds tracked by Wall St. Rank hold BRKR as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Bruker position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 5,075 Bruker shares in Q4 2025, an estimated $316K.
  • Summit Wealth Group (Colorado) first reported a position in Bruker in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Bruker position peaked at $316K in Q3 2025.
  • 355 funds tracked by Wall St. Rank held Bruker as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.