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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
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

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
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

True Wealth Design's BRKR Position: Q2 2026 in Review

True Wealth Design increased its Bruker (BRKR) stake by 65% in Q2 2026, buying an estimated $12.2K and bringing the position to 665 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #572.

True Wealth Design first reported a position in BRKR in Q4 2022 and has held it in 13 quarters since. The position peaked at $41.7K in Q4 2024. 415 funds tracked by Wall St. Rank hold BRKR as of Q2 2026.

  • True Wealth Design held 665 shares of Bruker worth $40K as of Q2 2026.
  • True Wealth Design bought 262 Bruker shares in Q2 2026, an estimated $12.2K.
  • Bruker made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #572 holding.
  • True Wealth Design first reported a position in Bruker in Q4 2022 and has held it in 13 quarters since.
  • True Wealth Design's Bruker position peaked at $41.7K in Q4 2024.
  • 415 funds tracked by Wall St. Rank held Bruker as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.