DiNuzzo Private Wealth’s BrightSpring Health Services BTSG Stock Holding History

DiNuzzo Private Wealth’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	$1.19K	Buy	17 +4	+31%	+$222	﹤0.01%	850
2026 Q1	$554	Sell	13 -1	-7%	-$40	﹤0.01%	1059
2025 Q4	$525	Buy	14 +2	+17%	+$67	﹤0.01%	1067
2025 Q3	$285	Buy	+12	New	+$279	﹤0.01%	1215

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

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 Stockholm, Sweden $35.1B AUM 47.76% 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

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

DiNuzzo Private Wealth's BTSG Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its BrightSpring Health Services (BTSG) stake by 31% in Q2 2026, buying an estimated $222 and bringing the position to 17 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

DiNuzzo Private Wealth first reported a position in BTSG in Q3 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

DiNuzzo Private Wealth held 17 shares of BrightSpring Health Services worth $1.19K as of Q2 2026.
DiNuzzo Private Wealth bought 4 BrightSpring Health Services shares in Q2 2026, an estimated $222.
BrightSpring Health Services made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #850 holding.
DiNuzzo Private Wealth first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 4 quarters since.
35 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.