Bartlett & Co Wealth Management’s BrightSpring Health Services BTSG Stock Holding History

Bartlett & Co Wealth Management’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	$185K	Buy	+2,649	New	+$147K	﹤0.01%	499

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

Bartlett & Co Wealth Management's BTSG Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 2,649 shares worth $185K. The stake represents ﹤0.01% of the portfolio and ranks #499 among its holdings.

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

Bartlett & Co Wealth Management held 2,649 shares of BrightSpring Health Services worth $185K as of Q2 2026.
BrightSpring Health Services was a new Bartlett & Co Wealth Management position in Q2 2026.
BrightSpring Health Services made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #499 holding.
423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.