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 Q3	$448K	Buy	7,890 +822	+12%	+$51.8K	0.01%	419
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Moran Wealth Management's BTSG Position: Q3 2026 in Review

Moran Wealth Management increased its BrightSpring Health Services (BTSG) stake by 12% in Q3 2026, buying an estimated $51.8K and bringing the position to 7,890 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #419.

Moran Wealth Management first reported a position in BTSG in Q3 2025 and has held it in 5 quarters since. The position peaked at $493K in Q2 2026. 68 funds tracked by Wall St. Rank hold BTSG as of Q3 2026.

Moran Wealth Management held 7,890 shares of BrightSpring Health Services worth $448K as of Q3 2026.
Moran Wealth Management bought 822 BrightSpring Health Services shares in Q3 2026, an estimated $51.8K.
BrightSpring Health Services made up 0.01% of Moran Wealth Management's portfolio in Q3 2026, its #419 holding.
Moran Wealth Management first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 5 quarters since.
Moran Wealth Management's BrightSpring Health Services position peaked at $493K in Q2 2026.
68 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.