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EverSource Wealth Advisors’s BrightSpring Health Services BTSG Stock Holding History

EverSource Wealth Advisors’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 		$322K Sell
4,624
-94
-2% -$5.22K 0.01% 766
2026
Q1 		$201K Buy
4,718
+892
+23% +$35.9K 0.01% 1054
2025
Q4 		$143K Buy
3,826
+565
+17% +$18.9K 0.01% 1127
2025
Q3 		$96.4K Buy
3,261
+1,420
+77% +$33K ﹤0.01% 1304
2025
Q2 		$43.4K Buy
+1,841
New +$38.4K ﹤0.01% 1712

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's BTSG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its BrightSpring Health Services (BTSG) stake by 2% in Q2 2026, selling an estimated $5.22K and leaving 4,624 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #766.

EverSource Wealth Advisors first reported a position in BTSG in Q2 2025 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • EverSource Wealth Advisors held 4,624 shares of BrightSpring Health Services worth $322K as of Q2 2026.
  • EverSource Wealth Advisors sold 94 BrightSpring Health Services shares in Q2 2026, an estimated $5.22K.
  • BrightSpring Health Services made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #766 holding.
  • EverSource Wealth Advisors first reported a position in BrightSpring Health Services in Q2 2025 and has held it in 5 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.