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 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	$1.65K	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

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

Private Wealth Management Group's BTSG Position: Q1 2026 in Review

Private Wealth Management Group held its BrightSpring Health Services (BTSG) position steady in Q1 2026 at 112 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Private Wealth Management Group first reported a position in BTSG in Q1 2024 and has held it in 9 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

Private Wealth Management Group held 112 shares of BrightSpring Health Services worth $4.77K as of Q1 2026.
Private Wealth Management Group left its BrightSpring Health Services share count unchanged in Q1 2026.
BrightSpring Health Services made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #787 holding.
Private Wealth Management Group first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 9 quarters since.
335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.