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United Financial Planning Group’s Bruker BRKR Stock Holding History

United Financial Planning Group’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 		– Sell
-54
Closed -$1.95K – 476
2026
Q1 		$1.95K Buy
+54
New +$2.26K ﹤0.01% 431

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

United Financial Planning Group's BRKR Position: Q2 2026 in Review

United Financial Planning Group sold out of Bruker (BRKR) in Q2 2026, closing a stake of 54 shares — an estimated $1.95K sold.

United Financial Planning Group first reported a position in BRKR in Q1 2026 and held it in 1 quarter. The position peaked at $1.95K in Q1 2026. 415 funds tracked by Wall St. Rank hold BRKR as of Q2 2026.

  • United Financial Planning Group reported no remaining Bruker position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 54 Bruker shares in Q2 2026, an estimated $1.95K.
  • United Financial Planning Group first reported a position in Bruker in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's Bruker position peaked at $1.95K in Q1 2026.
  • 415 funds tracked by Wall St. Rank held Bruker as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.