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Moran Wealth Management’s BrightSpring Health Services BTSG Stock Holding History

Moran Wealth Management’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 		$493K Buy
7,068
+143
+2% +$7.94K 0.01% 420
2026
Q1 		$295K Buy
6,925
+572
+9% +$23K 0.01% 416
2025
Q4 		$238K Sell
6,353
-517
-8% -$17.3K 0.01% 459
2025
Q3 		$203K Buy
+6,870
New +$160K 0.01% 490

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

Moran Wealth Management's BTSG Position: Q2 2026 in Review

Moran Wealth Management increased its BrightSpring Health Services (BTSG) stake by 2.1% in Q2 2026, buying an estimated $7.94K and bringing the position to 7,068 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #420.

Moran Wealth Management first reported a position in BTSG in Q3 2025 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Moran Wealth Management held 7,068 shares of BrightSpring Health Services worth $493K as of Q2 2026.
  • Moran Wealth Management bought 143 BrightSpring Health Services shares in Q2 2026, an estimated $7.94K.
  • BrightSpring Health Services made up 0.01% of Moran Wealth Management's portfolio in Q2 2026, its #420 holding.
  • Moran Wealth Management first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 4 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.