Essential Partners
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Essential Partners’s BrightSpring Health Services BTSG Stock Holding History

Essential Partners’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 		$3.4K Buy
60
+23
+62% +$1.45K ﹤0.01% 1690
2026
Q2 		$2.58K Hold
37
– – ﹤0.01% 1868
2026
Q1 		$1.58K Hold
37
– – ﹤0.01% 2091
2025
Q4 		$1.39K Buy
37
+15
+68% +$503 ﹤0.01% 1921
2025
Q3 		$650 Buy
+22
New +$511 ﹤0.01% 2142

Other funds holding BTSG

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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
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
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Essential Partners's BTSG Position: Q3 2026 in Review

Essential Partners increased its BrightSpring Health Services (BTSG) stake by 62% in Q3 2026, buying an estimated $1.45K and bringing the position to 60 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Essential Partners first reported a position in BTSG in Q3 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold BTSG as of Q3 2026.

  • Essential Partners held 60 shares of BrightSpring Health Services worth $3.4K as of Q3 2026.
  • Essential Partners bought 23 BrightSpring Health Services shares in Q3 2026, an estimated $1.45K.
  • BrightSpring Health Services made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1690 holding.
  • Essential Partners first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 5 quarters since.
  • 52 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.