Superior Planning, LLC’s BrightSpring Health Services BTSG Stock Holding History

Superior Planning, LLC’s Portfolio BTSG Stock Details BTSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22.7K	Buy	+400	New	+$25.2K	0.01%	647

Other funds holding BTSG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Superior Planning, LLC's BTSG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in BrightSpring Health Services (BTSG) in Q3 2026: 400 shares worth $22.7K. The stake represents 0.01% of the portfolio and ranks #647 among its holdings.

305 funds tracked by Wall St. Rank hold BTSG as of Q3 2026.

Superior Planning, LLC held 400 shares of BrightSpring Health Services worth $22.7K as of Q3 2026.
BrightSpring Health Services was a new Superior Planning, LLC position in Q3 2026.
BrightSpring Health Services made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #647 holding.
305 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.