Comprehensive Financial Planning’s BrightSpring Health Services BTSG Stock Holding History

Comprehensive Financial Planning’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	$375K	Buy	+5,378	New	+$299K	0.2%	97

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

Comprehensive Financial Planning's BTSG Position: Q2 2026 in Review

Comprehensive Financial Planning opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 5,378 shares worth $375K. The stake represents 0.2% of the portfolio and ranks #97 among its holdings.

421 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

Comprehensive Financial Planning held 5,378 shares of BrightSpring Health Services worth $375K as of Q2 2026.
BrightSpring Health Services was a new Comprehensive Financial Planning position in Q2 2026.
BrightSpring Health Services made up 0.2% of Comprehensive Financial Planning's portfolio in Q2 2026, its #97 holding.
421 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.