Dogwood Wealth Management’s BrightSpring Health Services BTSG Stock Holding History

Dogwood Wealth Management’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	$1.25K	Buy	+18	New	+$999	﹤0.01%	743

Other funds holding BTSG

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

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

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

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Dogwood Wealth Management's BTSG Position: Q2 2026 in Review

Dogwood Wealth Management opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 18 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #743 among its holdings.

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

Dogwood Wealth Management held 18 shares of BrightSpring Health Services worth $1.25K as of Q2 2026.
BrightSpring Health Services was a new Dogwood Wealth Management position in Q2 2026.
BrightSpring Health Services made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #743 holding.
27 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.