HWM
BTSG icon

Hohimer Wealth Management’s BrightSpring Health Services BTSG Stock Holding History

Hohimer Wealth Management’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 		$418K Buy
5,996
+18
+0.3% +$999 0.04% 240
2026
Q1 		$255K Buy
+5,978
New +$241K 0.03% 262

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

Hohimer Wealth Management's BTSG Position: Q2 2026 in Review

Hohimer Wealth Management increased its BrightSpring Health Services (BTSG) stake by 0.3% in Q2 2026, buying an estimated $999 and bringing the position to 5,996 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #240.

Hohimer Wealth Management first reported a position in BTSG in Q1 2026 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Hohimer Wealth Management held 5,996 shares of BrightSpring Health Services worth $418K as of Q2 2026.
  • Hohimer Wealth Management bought 18 BrightSpring Health Services shares in Q2 2026, an estimated $999.
  • BrightSpring Health Services made up 0.04% of Hohimer Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Hohimer Wealth Management first reported a position in BrightSpring Health Services in Q1 2026 and has held it in 2 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.