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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
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 $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

HFM Investment Advisors's BTSG Position: Q1 2026 in Review

HFM Investment Advisors held its BrightSpring Health Services (BTSG) position steady in Q1 2026 at 5 shares worth $213. The position accounts for ﹤0.01% of the portfolio, ranked #977.

HFM Investment Advisors first reported a position in BTSG in Q3 2025 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • HFM Investment Advisors held 5 shares of BrightSpring Health Services worth $213 as of Q1 2026.
  • HFM Investment Advisors left its BrightSpring Health Services share count unchanged in Q1 2026.
  • BrightSpring Health Services made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #977 holding.
  • HFM Investment Advisors first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.