Action Point Financial Planning’s BrightSpring Health Services BTSG Stock Holding History

Action Point Financial Planning’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 Q2	$2.93K	Buy	+44	New	+$2.44K	﹤0.01%	2073

Other funds holding BTSG

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's BTSG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 44 shares worth $2.93K. The stake represents ﹤0.01% of the portfolio and ranks #2073 among its holdings.

418 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

Action Point Financial Planning held 44 shares of BrightSpring Health Services worth $2.93K as of Q2 2026.
BrightSpring Health Services was a new Action Point Financial Planning position in Q2 2026.
BrightSpring Health Services made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2073 holding.
418 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.