C.M. Bidwell & Associates’s BrightSpring Health Services BTSG Stock Holding History

C.M. Bidwell & Associates’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 Q1	$1.06K	Hold	25	–	–	﹤0.01%	424
2025 Q4	$936	Hold	25	–	–	﹤0.01%	428
2025 Q3	$739	Buy	25 +4	+19%	+$93	﹤0.01%	447
2025 Q2	$495	Buy	+21	New	+$438	﹤0.01%	424

Other funds holding BTSG

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

C.M. Bidwell & Associates's BTSG Position: Q1 2026 in Review

C.M. Bidwell & Associates held its BrightSpring Health Services (BTSG) position steady in Q1 2026 at 25 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

C.M. Bidwell & Associates first reported a position in BTSG in Q2 2025 and has held it in 4 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

C.M. Bidwell & Associates held 25 shares of BrightSpring Health Services worth $1.06K as of Q1 2026.
C.M. Bidwell & Associates left its BrightSpring Health Services share count unchanged in Q1 2026.
BrightSpring Health Services made up ﹤0.01% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #424 holding.
C.M. Bidwell & Associates first reported a position in BrightSpring Health Services in Q2 2025 and has held it in 4 quarters since.
335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.