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Clearstead Advisors’s BrightSpring Health Services BTSG Stock Holding History

Clearstead 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 		$17.9K Buy
+257
New +$14.3K ﹤0.01% 1823
2026
Q1 		– Sell
-100
Closed -$3.75K – 2876
2025
Q4 		$3.75K Buy
100
+44
+79% +$1.48K ﹤0.01% 2073
2025
Q3 		$1.66K Sell
56
-300
-84% -$6.97K ﹤0.01% 2508
2025
Q2 		$8.4K Hold
356
– – ﹤0.01% 1940
2025
Q1 		$6.44K Buy
356
+110
+45% +$2.16K ﹤0.01% 1702
2024
Q4 		$4.19K Buy
+246
New +$4.25K ﹤0.01% 1747

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

Clearstead Advisors's BTSG Position: Q2 2026 in Review

Clearstead Advisors opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 257 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #1823 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BTSG as recently as Q4 2025.

Clearstead Advisors first reported a position in BTSG in Q4 2024 and has held it in 6 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Clearstead Advisors held 257 shares of BrightSpring Health Services worth $17.9K as of Q2 2026.
  • BrightSpring Health Services was a new Clearstead Advisors position in Q2 2026.
  • BrightSpring Health Services made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1823 holding.
  • Clearstead Advisors first reported a position in BrightSpring Health Services in Q4 2024 and has held it in 6 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.