RWM
BTSG icon

Rialto Wealth Management’s BrightSpring Health Services BTSG Stock Holding History

Rialto Wealth Management’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 		$938 Buy
22
+13
+144% +$524 ﹤0.01% 1133
2025
Q4 		$338 Buy
9
+3
+50% +$101 ﹤0.01% 1401
2025
Q3 		$178 Buy
+6
New +$139 ﹤0.01% 1514

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

Rialto Wealth Management's BTSG Position: Q1 2026 in Review

Rialto Wealth Management increased its BrightSpring Health Services (BTSG) stake by 144% in Q1 2026, buying an estimated $524 and bringing the position to 22 shares worth $938. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Rialto Wealth Management first reported a position in BTSG in Q3 2025 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Rialto Wealth Management held 22 shares of BrightSpring Health Services worth $938 as of Q1 2026.
  • Rialto Wealth Management bought 13 BrightSpring Health Services shares in Q1 2026, an estimated $524.
  • BrightSpring Health Services made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1133 holding.
  • Rialto Wealth Management first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.