Carson Wealth (CWM LLC)
BTSG icon

Carson Wealth (CWM LLC)’s BrightSpring Health Services BTSG Stock Holding History

Carson Wealth (CWM 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
Q1 		$92.4K Buy
2,169
+295
+16% +$11.9K ﹤0.01% 3343
2025
Q4 		$70K Buy
1,874
+279
+17% +$9.36K ﹤0.01% 3360
2025
Q3 		$47K Buy
1,595
+818
+105% +$19K ﹤0.01% 3591
2025
Q2 		$18K Buy
777
+216
+39% +$4.51K ﹤0.01% 3988
2025
Q1 		$10K Buy
561
+84
+18% +$1.65K ﹤0.01% 4124
2024
Q4 		$8K Buy
477
+110
+30% +$1.9K ﹤0.01% 4019
2024
Q3 		$5K Buy
367
+292
+389% +$3.66K ﹤0.01% 4148
2024
Q2 		$1K Buy
+75
New +$819 ﹤0.01% 4525

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BTSG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its BrightSpring Health Services (BTSG) stake by 16% in Q1 2026, buying an estimated $11.9K and bringing the position to 2,169 shares worth $92.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3343.

Carson Wealth (CWM LLC) first reported a position in BTSG in Q2 2024 and has held it in 8 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,169 shares of BrightSpring Health Services worth $92.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 295 BrightSpring Health Services shares in Q1 2026, an estimated $11.9K.
  • BrightSpring Health Services made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3343 holding.
  • Carson Wealth (CWM LLC) first reported a position in BrightSpring Health Services in Q2 2024 and has held it in 8 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.