Timothy G. Youngquist 2020 Irrevocable Trust’s BrightSpring Health Services BTSG Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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	$1M	Buy	+14,340	New	+$796K	0.2%	47

Other funds holding BTSG

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

AAP

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

TWC

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's BTSG Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 14,340 shares worth $1M. The stake represents 0.2% of the portfolio and ranks #47 among its holdings.

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

Timothy G. Youngquist 2020 Irrevocable Trust held 14,340 shares of BrightSpring Health Services worth $1M as of Q2 2026.
BrightSpring Health Services was a new Timothy G. Youngquist 2020 Irrevocable Trust position in Q2 2026.
BrightSpring Health Services made up 0.2% of Timothy G. Youngquist 2020 Irrevocable Trust's portfolio in Q2 2026, its #47 holding.
173 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.