Measured Wealth Private Client Group’s BrightSpring Health Services BTSG Stock Holding History

Measured Wealth Private Client 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	$933K	Sell	13,375 -773	-5%	-$42.9K	0.23%	69
2026 Q1	$603K	Sell	14,148 -2,628	-16%	-$106K	0.16%	91
2025 Q4	$628K	Sell	16,776 -2,656	-14%	-$89.1K	0.17%	83
2025 Q3	$574K	Buy	19,432 +4,561	+31%	+$106K	0.15%	92
2025 Q2	$351K	Buy	+14,871	New	+$310K	0.11%	128

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

Measured Wealth Private Client Group's BTSG Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its BrightSpring Health Services (BTSG) stake by 5.5% in Q2 2026, selling an estimated $42.9K and leaving 13,375 shares worth $933K. The position accounts for 0.23% of the portfolio, ranked #69.

Measured Wealth Private Client Group first reported a position in BTSG in Q2 2025 and has held it in 5 quarters since. 422 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

Measured Wealth Private Client Group held 13,375 shares of BrightSpring Health Services worth $933K as of Q2 2026.
Measured Wealth Private Client Group sold 773 BrightSpring Health Services shares in Q2 2026, an estimated $42.9K.
BrightSpring Health Services made up 0.23% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #69 holding.
Measured Wealth Private Client Group first reported a position in BrightSpring Health Services in Q2 2025 and has held it in 5 quarters since.
422 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.