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Pinnacle Wealth Planning Services’s BrightSpring Health Services BTSG Stock Holding History

Pinnacle Wealth Planning Services’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 		$68K Buy
1,595
+508
+47% +$20.5K 0.01% 1024
2025
Q4 		$40.7K Buy
+1,087
New +$36.5K ﹤0.01% 1346

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Pinnacle Wealth Planning Services's BTSG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its BrightSpring Health Services (BTSG) stake by 47% in Q1 2026, buying an estimated $20.5K and bringing the position to 1,595 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #1024.

Pinnacle Wealth Planning Services first reported a position in BTSG in Q4 2025 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,595 shares of BrightSpring Health Services worth $68K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 508 BrightSpring Health Services shares in Q1 2026, an estimated $20.5K.
  • BrightSpring Health Services made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1024 holding.
  • Pinnacle Wealth Planning Services first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.