Physician Wealth Advisors’s BrightSpring Health Services BTSG Stock Holding History

Physician Wealth Advisors’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 Q1	$5.07K	Buy	119 +72	+153%	+$2.9K	﹤0.01%	1004
2025 Q4	$1.76K	Buy	47 +7	+18%	+$235	﹤0.01%	1346
2025 Q3	$1.18K	Buy	+40	New	+$930	﹤0.01%	1476
2025 Q2	–	Sell	-55	Closed	-$995	–	2002
2025 Q1	$995	Buy	+55	New	+$1.08K	﹤0.01%	1062

Other funds holding BTSG

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Physician Wealth Advisors's BTSG Position: Q1 2026 in Review

Physician Wealth Advisors increased its BrightSpring Health Services (BTSG) stake by 153% in Q1 2026, buying an estimated $2.9K and bringing the position to 119 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Physician Wealth Advisors first reported a position in BTSG in Q1 2025 and has held it in 4 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

Physician Wealth Advisors held 119 shares of BrightSpring Health Services worth $5.07K as of Q1 2026.
Physician Wealth Advisors bought 72 BrightSpring Health Services shares in Q1 2026, an estimated $2.9K.
BrightSpring Health Services made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1004 holding.
Physician Wealth Advisors first reported a position in BrightSpring Health Services in Q1 2025 and has held it in 4 quarters since.
335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.