MRA Advisory Group
BTSG icon

MRA Advisory Group’s BrightSpring Health Services BTSG Stock Holding History

MRA Advisory 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
Q3 		$857K Buy
15,107
+2,360
+19% +$149K 0.32% 52
2026
Q2 		$889K Buy
+12,747
New +$708K 0.32% 61

Other funds holding BTSG

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Harbour Capital Advisors
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

MRA Advisory Group's BTSG Position: Q3 2026 in Review

MRA Advisory Group increased its BrightSpring Health Services (BTSG) stake by 19% in Q3 2026, buying an estimated $149K and bringing the position to 15,107 shares worth $857K. The position accounts for 0.32% of the portfolio, ranked #52.

MRA Advisory Group first reported a position in BTSG in Q2 2026 and has held it in 2 quarters since. The position peaked at $889K in Q2 2026. 51 funds tracked by Wall St. Rank hold BTSG as of Q3 2026.

  • MRA Advisory Group held 15,107 shares of BrightSpring Health Services worth $857K as of Q3 2026.
  • MRA Advisory Group bought 2,360 BrightSpring Health Services shares in Q3 2026, an estimated $149K.
  • BrightSpring Health Services made up 0.32% of MRA Advisory Group's portfolio in Q3 2026, its #52 holding.
  • MRA Advisory Group first reported a position in BrightSpring Health Services in Q2 2026 and has held it in 2 quarters since.
  • MRA Advisory Group's BrightSpring Health Services position peaked at $889K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.