IFP Advisors’s BrightSpring Health Services BTSG Stock Holding History

IFP 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	$42.3K	Buy	606 +407	+205%	+$22.6K	﹤0.01%	2508
2026 Q1	$8.48K	Sell	199 -2,334	-92%	-$94K	﹤0.01%	3234
2025 Q4	$94.9K	Buy	2,533 +1,035	+69%	+$34.7K	﹤0.01%	1827
2025 Q3	$44.3K	Sell	1,498 -127	-8%	-$2.95K	﹤0.01%	2138
2025 Q2	$39.5K	Sell	1,625 -6,588	-80%	-$137K	﹤0.01%	2173
2025 Q1	$149K	Buy	8,213 +8,210	+273,667%	+$161K	﹤0.01%	1316
2024 Q4	$51	Sell	3 -259	-99%	-$4.48K	﹤0.01%	4256
2024 Q3	$3.85K	Hold	262	–	–	﹤0.01%	2749
2024 Q2	$2.98K	Buy	+262	New	+$2.86K	﹤0.01%	2730

Other funds holding BTSG

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP Advisors's BTSG Position: Q2 2026 in Review

IFP Advisors increased its BrightSpring Health Services (BTSG) stake by 205% in Q2 2026, buying an estimated $22.6K and bringing the position to 606 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

IFP Advisors first reported a position in BTSG in Q2 2024 and has held it in 9 quarters since. The position peaked at $149K in Q1 2025. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

IFP Advisors held 606 shares of BrightSpring Health Services worth $42.3K as of Q2 2026.
IFP Advisors bought 407 BrightSpring Health Services shares in Q2 2026, an estimated $22.6K.
BrightSpring Health Services made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2508 holding.
IFP Advisors first reported a position in BrightSpring Health Services in Q2 2024 and has held it in 9 quarters since.
IFP Advisors's BrightSpring Health Services position peaked at $149K in Q1 2025.
423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.