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True Wealth Design’s Bruker BRKR Stock Holding History

True Wealth Design’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
Q3 		$49.2K Buy
760
+95
+14% +$5.6K 0.01% 511
2026
Q2 		$40K Buy
665
+262
+65% +$12.2K 0.01% 572
2026
Q1 		$14.6K Buy
+403
New +$16.9K ﹤0.01% 838
2025
Q3 		– Sell
-1,009
Closed -$41.6K – 2736
2025
Q2 		$41.6K Buy
1,009
+1,003
+16,717% +$38.7K 0.01% 230
2025
Q1 		$251 Sell
6
-706
-99% -$36.7K ﹤0.01% 1862
2024
Q4 		$41.7K Buy
712
+191
+37% +$11.3K 0.02% 200
2024
Q3 		$36K Buy
521
+510
+4,636% +$32.9K 0.01% 203
2024
Q2 		$702 Buy
11
+3
+38% +$226 ﹤0.01% 593
2024
Q1 		$752 Buy
8
+3
+60% +$241 ﹤0.01% 534
2023
Q4 		$368 Hold
5
– – ﹤0.01% 559
2023
Q3 		$312 Hold
5
– – ﹤0.01% 550
2023
Q2 		$370 Sell
5
-2
-29% -$152 ﹤0.01% 523
2023
Q1 		$552 Buy
7
+3
+75% +$216 ﹤0.01% 502
2022
Q4 		$273 Buy
+4
New +$254 ﹤0.01% 604

Other funds holding BRKR

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

True Wealth Design's BRKR Position: Q3 2026 in Review

True Wealth Design increased its Bruker (BRKR) stake by 14% in Q3 2026, buying an estimated $5.6K and bringing the position to 760 shares worth $49.2K. The position accounts for 0.01% of the portfolio, ranked #511.

True Wealth Design first reported a position in BRKR in Q4 2022 and has held it in 14 quarters since. 14 funds tracked by Wall St. Rank hold BRKR as of Q3 2026.

  • True Wealth Design held 760 shares of Bruker worth $49.2K as of Q3 2026.
  • True Wealth Design bought 95 Bruker shares in Q3 2026, an estimated $5.6K.
  • Bruker made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #511 holding.
  • True Wealth Design first reported a position in Bruker in Q4 2022 and has held it in 14 quarters since.
  • 14 funds tracked by Wall St. Rank held Bruker as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.