Rothwell Investment Advisors, LLC’s BrightSpring Health Services BTSG Stock Holding History

Rothwell Investment Advisors, 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	$199K	Buy	+3,510	New	+$221K	0.11%	174

Other funds holding BTSG

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Rothwell Investment Advisors, LLC's BTSG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in BrightSpring Health Services (BTSG) in Q3 2026: 3,510 shares worth $199K. The stake represents 0.11% of the portfolio and ranks #174 among its holdings.

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

Rothwell Investment Advisors, LLC held 3,510 shares of BrightSpring Health Services worth $199K as of Q3 2026.
BrightSpring Health Services was a new Rothwell Investment Advisors, LLC position in Q3 2026.
BrightSpring Health Services made up 0.11% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #174 holding.
201 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.