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Larson Financial Group’s BrightSpring Health Services BTSG Stock Holding History

Larson Financial Group’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 		$22.3K Buy
320
+221
+223% +$12.3K ﹤0.01% 1949
2026
Q1 		$4.22K Buy
99
+86
+662% +$3.46K ﹤0.01% 2676
2025
Q4 		$487 Buy
13
+6
+86% +$201 ﹤0.01% 3132
2025
Q3 		$207 Sell
7
-817
-99% -$19K ﹤0.01% 3256
2025
Q2 		$19.4K Buy
+824
New +$17.2K ﹤0.01% 1500

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

Larson Financial Group's BTSG Position: Q2 2026 in Review

Larson Financial Group increased its BrightSpring Health Services (BTSG) stake by 223% in Q2 2026, buying an estimated $12.3K and bringing the position to 320 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Larson Financial Group first reported a position in BTSG in Q2 2025 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Larson Financial Group held 320 shares of BrightSpring Health Services worth $22.3K as of Q2 2026.
  • Larson Financial Group bought 221 BrightSpring Health Services shares in Q2 2026, an estimated $12.3K.
  • BrightSpring Health Services made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1949 holding.
  • Larson Financial Group first reported a position in BrightSpring Health Services in Q2 2025 and has held it in 5 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.