Balboa Wealth Partners
BTSG icon

Balboa Wealth Partners’s BrightSpring Health Services BTSG Stock Holding History

Balboa Wealth 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
Q3 		$334K Hold
5,883
– – 0.04% 312
2026
Q2 		$410K Sell
5,883
-1,087
-16% -$60.4K 0.06% 276
2026
Q1 		$297K Buy
+6,970
New +$281K 0.05% 311

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Vanguard Portfolio Management
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Vanguard Capital Management
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State Street
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Geode Capital Management
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American Century Companies
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Balboa Wealth Partners's BTSG Position: Q3 2026 in Review

Balboa Wealth Partners held its BrightSpring Health Services (BTSG) position steady in Q3 2026 at 5,883 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #312.

Balboa Wealth Partners first reported a position in BTSG in Q1 2026 and has held it in 3 quarters since. The position peaked at $410K in Q2 2026. 360 funds tracked by Wall St. Rank hold BTSG as of Q3 2026.

  • Balboa Wealth Partners held 5,883 shares of BrightSpring Health Services worth $334K as of Q3 2026.
  • Balboa Wealth Partners left its BrightSpring Health Services share count unchanged in Q3 2026.
  • BrightSpring Health Services made up 0.04% of Balboa Wealth Partners's portfolio in Q3 2026, its #312 holding.
  • Balboa Wealth Partners first reported a position in BrightSpring Health Services in Q1 2026 and has held it in 3 quarters since.
  • Balboa Wealth Partners's BrightSpring Health Services position peaked at $410K in Q2 2026.
  • 360 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.