Highland Capital Management (Tennessee)’s BrightSpring Health Services BTSG Stock Holding History

Highland Capital Management (Tennessee)’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	$938K	Sell	13,456 -414	-3%	-$23K	0.04%	243
2026 Q1	$591K	Buy	13,870 +4,318	+45%	+$174K	0.03%	283
2025 Q4	$358K	Sell	9,552 -451	-5%	-$15.1K	0.02%	313
2025 Q3	$296K	Sell	10,003 -118	-1%	-$2.74K	0.01%	349
2025 Q2	$239K	Buy	10,121 +97	+1%	+$2.02K	0.01%	362
2025 Q1	$181K	Buy	+10,024	New	+$197K	0.01%	380

Other funds holding BTSG

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAP

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ORI

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

RBI

Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CMF

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

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Highland Capital Management (Tennessee)'s BTSG Position: Q2 2026 in Review

Highland Capital Management (Tennessee) reduced its BrightSpring Health Services (BTSG) stake by 3% in Q2 2026, selling an estimated $23K and leaving 13,456 shares worth $938K. The position accounts for 0.04% of the portfolio, ranked #243.

Highland Capital Management (Tennessee) first reported a position in BTSG in Q1 2025 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

Highland Capital Management (Tennessee) held 13,456 shares of BrightSpring Health Services worth $938K as of Q2 2026.
Highland Capital Management (Tennessee) sold 414 BrightSpring Health Services shares in Q2 2026, an estimated $23K.
BrightSpring Health Services made up 0.04% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #243 holding.
Highland Capital Management (Tennessee) first reported a position in BrightSpring Health Services in Q1 2025 and has held it in 6 quarters since.
115 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.