Oak Ridge Investments’s BrightSpring Health Services BTSG Stock Holding History

Oak Ridge Investments’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	$18.3M	Buy	262,773 +2,755	+1%	+$153K	1.04%	25
2026 Q1	$11.1M	Buy	260,018 +7,296	+3%	+$294K	0.73%	26
2025 Q4	$9.46M	Buy	+252,722	New	+$8.48M	0.57%	32

Other funds holding BTSG

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Oak Ridge Investments's BTSG Position: Q2 2026 in Review

Oak Ridge Investments increased its BrightSpring Health Services (BTSG) stake by 1.1% in Q2 2026, buying an estimated $153K and bringing the position to 262,773 shares worth $18.3M. The position accounts for 1.04% of the portfolio, ranked #25.

Oak Ridge Investments first reported a position in BTSG in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

Oak Ridge Investments held 262,773 shares of BrightSpring Health Services worth $18.3M as of Q2 2026.
Oak Ridge Investments bought 2,755 BrightSpring Health Services shares in Q2 2026, an estimated $153K.
BrightSpring Health Services made up 1.04% of Oak Ridge Investments's portfolio in Q2 2026, its #25 holding.
Oak Ridge Investments first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 3 quarters since.
60 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.