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HFM Investment Advisors’s BrightSpring Health Services BTSG Stock Holding History

HFM Investment 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 		$907 Buy
13
+8
+160% +$444 ﹤0.01% 772
2026
Q1 		$213 Hold
5
– – ﹤0.01% 977
2025
Q4 		$188 Hold
5
– – ﹤0.01% 1039
2025
Q3 		$148 Buy
+5
New +$116 ﹤0.01% 1082

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

HFM Investment Advisors's BTSG Position: Q2 2026 in Review

HFM Investment Advisors increased its BrightSpring Health Services (BTSG) stake by 160% in Q2 2026, buying an estimated $444 and bringing the position to 13 shares worth $907. The position accounts for ﹤0.01% of the portfolio, ranked #772.

HFM Investment Advisors 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.

  • HFM Investment Advisors held 13 shares of BrightSpring Health Services worth $907 as of Q2 2026.
  • HFM Investment Advisors bought 8 BrightSpring Health Services shares in Q2 2026, an estimated $444.
  • BrightSpring Health Services made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #772 holding.
  • HFM Investment Advisors 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 HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.