True Wealth Design’s Bridger Aerospace BAER Stock Holding History

True Wealth Design’s Portfolio BAER Stock Details BAER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-12	Closed	-$22	–	2711
2025 Q4	$22	Sell	12 -22	-65%	-$38	﹤0.01%	2479
2025 Q3	$63	Sell	34 -135	-80%	-$256	﹤0.01%	2540
2025 Q2	$327	Buy	169 +11	+7%	+$17	﹤0.01%	1895
2025 Q1	$179	Buy	+158	New	+$347	﹤0.01%	1999

Other funds holding BAER

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

True Wealth Design's BAER Position: Q1 2026 in Review

True Wealth Design sold out of Bridger Aerospace (BAER) in Q1 2026, closing a stake of 12 shares — an estimated $22 sold.

True Wealth Design first reported a position in BAER in Q1 2025 and held it in 4 quarters. The position peaked at $327 in Q2 2025. 72 funds tracked by Wall St. Rank hold BAER as of Q1 2026.

True Wealth Design reported no remaining Bridger Aerospace position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 12 Bridger Aerospace shares in Q1 2026, an estimated $22.
True Wealth Design first reported a position in Bridger Aerospace in Q1 2025 and held it in 4 quarters.
True Wealth Design's Bridger Aerospace position peaked at $327 in Q2 2025.
72 funds tracked by Wall St. Rank held Bridger Aerospace as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.