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Cedar Mountain Advisors’s BrightSpring Health Services BTSG Stock Holding History

Cedar Mountain Advisors’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
Q3 		$1.42K Hold
25
– – ﹤0.01% 864
2026
Q2 		$1.74K Hold
25
– – ﹤0.01% 871
2026
Q1 		$1.06K Hold
25
– – ﹤0.01% 904
2025
Q4 		$936 Buy
+25
New +$838 ﹤0.01% 525

Other funds holding BTSG

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Cedar Mountain Advisors's BTSG Position: Q3 2026 in Review

Cedar Mountain Advisors held its BrightSpring Health Services (BTSG) position steady in Q3 2026 at 25 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Cedar Mountain Advisors first reported a position in BTSG in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.74K in Q2 2026. 47 funds tracked by Wall St. Rank hold BTSG as of Q3 2026.

  • Cedar Mountain Advisors held 25 shares of BrightSpring Health Services worth $1.42K as of Q3 2026.
  • Cedar Mountain Advisors left its BrightSpring Health Services share count unchanged in Q3 2026.
  • BrightSpring Health Services made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #864 holding.
  • Cedar Mountain Advisors first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's BrightSpring Health Services position peaked at $1.74K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.