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Rothschild Investment LLC’s BrightSpring Health Services BTSG Stock Holding History

Rothschild Investment LLC’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 		$31.4K Hold
450
– – ﹤0.01% 1386
2026
Q1 		$19.2K Buy
450
+55
+14% +$2.22K ﹤0.01% 1434
2025
Q4 		$14.8K Buy
395
+25
+7% +$838 ﹤0.01% 1427
2025
Q3 		$10.9K Buy
370
+200
+118% +$4.65K ﹤0.01% 1409
2025
Q2 		$4.01K Buy
170
+65
+62% +$1.36K ﹤0.01% 1615
2025
Q1 		$1.9K Buy
105
+15
+17% +$295 ﹤0.01% 1931
2024
Q4 		$1.53K Buy
90
+10
+13% +$173 ﹤0.01% 1963
2024
Q3 		$1.17K Buy
80
+50
+167% +$627 ﹤0.01% 2054
2024
Q2 		$341 Buy
+30
New +$328 ﹤0.01% 2233

Other funds holding BTSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Rothschild Investment LLC's BTSG Position: Q2 2026 in Review

Rothschild Investment LLC held its BrightSpring Health Services (BTSG) position steady in Q2 2026 at 450 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Rothschild Investment LLC first reported a position in BTSG in Q2 2024 and has held it in 9 quarters since. 173 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Rothschild Investment LLC held 450 shares of BrightSpring Health Services worth $31.4K as of Q2 2026.
  • Rothschild Investment LLC left its BrightSpring Health Services share count unchanged in Q2 2026.
  • BrightSpring Health Services made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1386 holding.
  • Rothschild Investment LLC first reported a position in BrightSpring Health Services in Q2 2024 and has held it in 9 quarters since.
  • 173 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.