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Navellier & Associates’s BrightSpring Health Services BTSG Stock Holding History

Navellier & Associates’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 		$10.2M Buy
+146,048
New +$8.11M 0.81% 27

Other funds holding BTSG

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 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

Navellier & Associates's BTSG Position: Q2 2026 in Review

Navellier & Associates opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 146,048 shares worth $10.2M. The stake represents 0.81% of the portfolio and ranks #27 among its holdings.

125 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Navellier & Associates held 146,048 shares of BrightSpring Health Services worth $10.2M as of Q2 2026.
  • BrightSpring Health Services was a new Navellier & Associates position in Q2 2026.
  • BrightSpring Health Services made up 0.81% of Navellier & Associates's portfolio in Q2 2026, its #27 holding.
  • 125 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.