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Bogart Wealth LLC’s BrightSpring Health Services BTSG Stock Holding History

Bogart Wealth 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
Q2 		$558 Buy
+8
New +$444 ﹤0.01% 1764

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

Bogart Wealth LLC's BTSG Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 8 shares worth $558. The stake represents ﹤0.01% of the portfolio and ranks #1764 among its holdings.

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

  • Bogart Wealth LLC held 8 shares of BrightSpring Health Services worth $558 as of Q2 2026.
  • BrightSpring Health Services was a new Bogart Wealth LLC position in Q2 2026.
  • BrightSpring Health Services made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1764 holding.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.