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Counterpoint Mutual Funds’s BrightSpring Health Services BTSG Stock Holding History

Counterpoint Mutual Funds’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 		$7.27M Buy
+104,175
New +$5.78M 0.72% 34
2026
Q1 		– Sell
-89,897
Closed -$3.37M – 509
2025
Q4 		$3.37M Buy
+89,897
New +$3.01M 0.25% 33

Other funds holding BTSG

AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Counterpoint Mutual Funds's BTSG Position: Q2 2026 in Review

Counterpoint Mutual Funds opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 104,175 shares worth $7.27M. The stake represents 0.72% of the portfolio and ranks #34 among its holdings. This is a return to the name: Counterpoint Mutual Funds previously reported a position in BTSG as recently as Q4 2025.

Counterpoint Mutual Funds first reported a position in BTSG in Q4 2025 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Counterpoint Mutual Funds held 104,175 shares of BrightSpring Health Services worth $7.27M as of Q2 2026.
  • BrightSpring Health Services was a new Counterpoint Mutual Funds position in Q2 2026.
  • BrightSpring Health Services made up 0.72% of Counterpoint Mutual Funds's portfolio in Q2 2026, its #34 holding.
  • Counterpoint Mutual Funds first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.