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Root Financial Partners’s BrightSpring Health Services BTSG Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-387
Closed -$16.5K – 3267
2026
Q1 		$16.5K Buy
387
+91
+31% +$3.67K ﹤0.01% 1433
2025
Q4 		$11.1K Buy
296
+109
+58% +$3.66K ﹤0.01% 1458
2025
Q3 		$5.53K Buy
+187
New +$4.35K ﹤0.01% 1687

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's BTSG Position: Q2 2026 in Review

Root Financial Partners sold out of BrightSpring Health Services (BTSG) in Q2 2026, closing a stake of 387 shares — an estimated $16.5K sold.

Root Financial Partners first reported a position in BTSG in Q3 2025 and held it in 3 quarters. The position peaked at $16.5K in Q1 2026. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Root Financial Partners reported no remaining BrightSpring Health Services position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 387 BrightSpring Health Services shares in Q2 2026, an estimated $16.5K.
  • Root Financial Partners first reported a position in BrightSpring Health Services in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's BrightSpring Health Services position peaked at $16.5K in Q1 2026.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.