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 Q3	$1.14K	Buy	20 +3	+18%	+$189	﹤0.01%	837
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

DiNuzzo Private Wealth's BTSG Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its BrightSpring Health Services (BTSG) stake by 18% in Q3 2026, buying an estimated $189 and bringing the position to 20 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

DiNuzzo Private Wealth first reported a position in BTSG in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.19K in Q2 2026. 51 funds tracked by Wall St. Rank hold BTSG as of Q3 2026.

DiNuzzo Private Wealth held 20 shares of BrightSpring Health Services worth $1.14K as of Q3 2026.
DiNuzzo Private Wealth bought 3 BrightSpring Health Services shares in Q3 2026, an estimated $189.
BrightSpring Health Services made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #837 holding.
DiNuzzo Private Wealth first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 5 quarters since.
DiNuzzo Private Wealth's BrightSpring Health Services position peaked at $1.19K in Q2 2026.
51 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.