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 Q2	$1.74K	Hold	25	–	–	﹤0.01%	423
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 $5.71B 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

C.M. Bidwell & Associates's BTSG Position: Q2 2026 in Review

C.M. Bidwell & Associates held its BrightSpring Health Services (BTSG) position steady in Q2 2026 at 25 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

C.M. Bidwell & Associates first reported a position in BTSG in Q2 2025 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

C.M. Bidwell & Associates held 25 shares of BrightSpring Health Services worth $1.74K as of Q2 2026.
C.M. Bidwell & Associates left its BrightSpring Health Services share count unchanged in Q2 2026.
BrightSpring Health Services made up ﹤0.01% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #423 holding.
C.M. Bidwell & Associates first reported a position in BrightSpring Health Services in Q2 2025 and has held it in 5 quarters since.
423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.