AAP
BTSG icon

Arax Advisory Partners’s BrightSpring Health Services BTSG Stock Holding History

Arax Advisory Partners’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 		$61.9K Buy
888
+334
+60% +$18.5K ﹤0.01% 3100
2026
Q1 		$30.9K Buy
554
+445
+408% +$17.9K ﹤0.01% 1883
2025
Q4 		$4.08K Sell
109
-297
-73% -$9.96K ﹤0.01% 2960
2025
Q3 		$12K Buy
+406
New +$9.44K ﹤0.01% 2511

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arax Advisory Partners's BTSG Position: Q2 2026 in Review

Arax Advisory Partners increased its BrightSpring Health Services (BTSG) stake by 60% in Q2 2026, buying an estimated $18.5K and bringing the position to 888 shares worth $61.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3100.

Arax Advisory Partners first reported a position in BTSG in Q3 2025 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Arax Advisory Partners held 888 shares of BrightSpring Health Services worth $61.9K as of Q2 2026.
  • Arax Advisory Partners bought 334 BrightSpring Health Services shares in Q2 2026, an estimated $18.5K.
  • BrightSpring Health Services made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3100 holding.
  • Arax Advisory Partners first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 4 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.