Private Wealth Management Group’s BrightSpring Health Services BTSG Stock Holding History

Private Wealth Management 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	$6.36K	Hold	112	–	–	﹤0.01%	798
2026 Q2	$7.81K	Hold	112	–	–	﹤0.01%	656
2026 Q1	$4.77K	Hold	112	–	–	﹤0.01%	787
2025 Q4	$4.2K	Hold	112	–	–	﹤0.01%	842
2025 Q3	$3.31K	Hold	112	–	–	﹤0.01%	948
2025 Q2	$2.64K	Hold	112	–	–	﹤0.01%	990
2025 Q1	$2.03K	Hold	112	–	–	﹤0.01%	1049
2024 Q4	$1.91K	Hold	112	–	–	﹤0.01%	1098
2024 Q3	$1.64K	Hold	112	–	–	﹤0.01%	1141
2024 Q2	$1.27K	Hold	112	–	–	﹤0.01%	1211
2024 Q1	$1.22K	Buy	+112	New	+$1.12K	﹤0.01%	1187

Other funds holding BTSG

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Oak Ridge Investments Chicago, Illinois $1.68B AUM 48.52% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Private Wealth Management Group's BTSG Position: Q3 2026 in Review

Private Wealth Management Group held its BrightSpring Health Services (BTSG) position steady in Q3 2026 at 112 shares worth $6.36K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Private Wealth Management Group first reported a position in BTSG in Q1 2024 and has held it in 11 quarters since. The position peaked at $7.81K in Q2 2026. 157 funds tracked by Wall St. Rank hold BTSG as of Q3 2026.

Private Wealth Management Group held 112 shares of BrightSpring Health Services worth $6.36K as of Q3 2026.
Private Wealth Management Group left its BrightSpring Health Services share count unchanged in Q3 2026.
BrightSpring Health Services made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #798 holding.
Private Wealth Management Group first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 11 quarters since.
Private Wealth Management Group's BrightSpring Health Services position peaked at $7.81K in Q2 2026.
157 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.