Fortitude Family Office’s BrightSpring Health Services BTSG Stock Holding History

Fortitude Family Office’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	$5.02K	Buy	72 +11	+18%	+$611	﹤0.01%	1070
2026 Q1	$2.6K	Buy	61 +37	+154%	+$1.49K	﹤0.01%	1190
2025 Q4	$899	Sell	24 -1	-4%	-$34	﹤0.01%	1503
2025 Q3	$739	Buy	+25	New	+$581	﹤0.01%	1650

Other funds holding BTSG

AAP

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

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

HAI

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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

YCM

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

Fortitude Family Office's BTSG Position: Q2 2026 in Review

Fortitude Family Office increased its BrightSpring Health Services (BTSG) stake by 18% in Q2 2026, buying an estimated $611 and bringing the position to 72 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Fortitude Family Office first reported a position in BTSG in Q3 2025 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

Fortitude Family Office held 72 shares of BrightSpring Health Services worth $5.02K as of Q2 2026.
Fortitude Family Office bought 11 BrightSpring Health Services shares in Q2 2026, an estimated $611.
BrightSpring Health Services made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1070 holding.
Fortitude Family Office first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 4 quarters since.
67 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.