MassMutual Private Wealth & Trust’s BrightSpring Health Services BTSG Stock Holding History

MassMutual Private Wealth & 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	$7.88K	Buy	113 +25	+28%	+$1.39K	﹤0.01%	1502
2026 Q1	$3.75K	Buy	88 +36	+69%	+$1.45K	﹤0.01%	1778
2025 Q4	$1.95K	Buy	+52	New	+$1.74K	﹤0.01%	1998
2025 Q2	–	Sell	-44	Closed	-$796	–	2509
2025 Q1	$796	Buy	+44	New	+$864	﹤0.01%	2175

Other funds holding BTSG

AAP

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

HAI

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

PCM

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

MassMutual Private Wealth & Trust's BTSG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its BrightSpring Health Services (BTSG) stake by 28% in Q2 2026, buying an estimated $1.39K and bringing the position to 113 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

MassMutual Private Wealth & Trust first reported a position in BTSG in Q1 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

MassMutual Private Wealth & Trust held 113 shares of BrightSpring Health Services worth $7.88K as of Q2 2026.
MassMutual Private Wealth & Trust bought 25 BrightSpring Health Services shares in Q2 2026, an estimated $1.39K.
BrightSpring Health Services made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1502 holding.
MassMutual Private Wealth & Trust first reported a position in BrightSpring Health Services in Q1 2025 and has held it in 4 quarters since.
33 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.