Integrated Wealth Concepts’s BrightSpring Health Services BTSG Stock Holding History

Integrated Wealth Concepts’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	$75.9K	Buy	+1,088	New	+$60.4K	﹤0.01%	3025

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

Integrated Wealth Concepts's BTSG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 1,088 shares worth $75.9K. The stake represents ﹤0.01% of the portfolio and ranks #3025 among its holdings.

421 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

Integrated Wealth Concepts held 1,088 shares of BrightSpring Health Services worth $75.9K as of Q2 2026.
BrightSpring Health Services was a new Integrated Wealth Concepts position in Q2 2026.
BrightSpring Health Services made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3025 holding.
421 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.