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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
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

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

Cedar Mountain Advisors's BTSG Position: Q2 2026 in Review

Cedar Mountain Advisors 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 #871.

Cedar Mountain Advisors first reported a position in BTSG in Q4 2025 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Cedar Mountain Advisors held 25 shares of BrightSpring Health Services worth $1.74K as of Q2 2026.
  • Cedar Mountain Advisors left its BrightSpring Health Services share count unchanged in Q2 2026.
  • BrightSpring Health Services made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #871 holding.
  • Cedar Mountain Advisors first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 3 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.