Counterpoint Mutual Funds
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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
Q3 		– Sell
-104,175
Closed -$7.27M – 499
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 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
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Harbour Capital Advisors
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

Counterpoint Mutual Funds's BTSG Position: Q3 2026 in Review

Counterpoint Mutual Funds sold out of BrightSpring Health Services (BTSG) in Q3 2026, closing a stake of 104,175 shares — an estimated $7.27M sold.

Counterpoint Mutual Funds first reported a position in BTSG in Q4 2025 and held it in 2 quarters. The position peaked at $7.27M in Q2 2026. 73 funds tracked by Wall St. Rank hold BTSG as of Q3 2026.

  • Counterpoint Mutual Funds reported no remaining BrightSpring Health Services position as of Q3 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 104,175 BrightSpring Health Services shares in Q3 2026, an estimated $7.27M.
  • Counterpoint Mutual Funds first reported a position in BrightSpring Health Services in Q4 2025 and held it in 2 quarters.
  • Counterpoint Mutual Funds's BrightSpring Health Services position peaked at $7.27M in Q2 2026.
  • 73 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.