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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
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

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return