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Harbor Investment Advisory’s BrightSpring Health Services BTSG Stock Holding History

Harbor Investment Advisory’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 		$90.7K Buy
+1,300
New +$72.2K 0.01% 587

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

Harbor Investment Advisory's BTSG Position: Q2 2026 in Review

Harbor Investment Advisory opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 1,300 shares worth $90.7K. The stake represents 0.01% of the portfolio and ranks #587 among its holdings.

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

  • Harbor Investment Advisory held 1,300 shares of BrightSpring Health Services worth $90.7K as of Q2 2026.
  • BrightSpring Health Services was a new Harbor Investment Advisory position in Q2 2026.
  • BrightSpring Health Services made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #587 holding.
  • 67 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.