Focus Partners Wealth
BTSG icon

Focus Partners Wealth’s BrightSpring Health Services BTSG Stock Holding History

Focus Partners 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 		$6.99M Sell
100,299
-4,492
-4% -$249K 0.01% 831
2026
Q1 		$4.47M Sell
104,791
-7,054
-6% -$284K 0.01% 977
2025
Q4 		$4.19M Sell
111,845
-1,005
-0.9% -$33.7K ﹤0.01% 1005
2025
Q3 		$3.34M Buy
+112,850
New +$2.62M 0.01% 869

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

Focus Partners Wealth's BTSG Position: Q2 2026 in Review

Focus Partners Wealth reduced its BrightSpring Health Services (BTSG) stake by 4.3% in Q2 2026, selling an estimated $249K and leaving 100,299 shares worth $6.99M. The position accounts for 0.01% of the portfolio, ranked #831.

Focus Partners Wealth first reported a position in BTSG in Q3 2025 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Focus Partners Wealth held 100,299 shares of BrightSpring Health Services worth $6.99M as of Q2 2026.
  • Focus Partners Wealth sold 4,492 BrightSpring Health Services shares in Q2 2026, an estimated $249K.
  • BrightSpring Health Services made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #831 holding.
  • Focus Partners Wealth first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 4 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.