LRI Investments’s BrightSpring Health Services BTSG Stock Holding History

LRI Investments’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	$628	Buy	+9	New	+$500	﹤0.01%	1491

Other funds holding BTSG

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

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

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

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

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

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

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LRI Investments's BTSG Position: Q2 2026 in Review

LRI Investments opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 9 shares worth $628. The stake represents ﹤0.01% of the portfolio and ranks #1491 among its holdings.

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

LRI Investments held 9 shares of BrightSpring Health Services worth $628 as of Q2 2026.
BrightSpring Health Services was a new LRI Investments position in Q2 2026.
BrightSpring Health Services made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1491 holding.
106 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.