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Salomon & Ludwin’s BrightSpring Health Services BTSG Stock Holding History

Salomon & Ludwin’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 		$88.6K Buy
1,268
+470
+59% +$26.1K 0.01% 307
2026
Q1 		$34.4K Buy
798
+27
+4% +$1.09K ﹤0.01% 699
2025
Q4 		$30.3K Buy
+771
New +$25.9K ﹤0.01% 608

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

Salomon & Ludwin's BTSG Position: Q2 2026 in Review

Salomon & Ludwin increased its BrightSpring Health Services (BTSG) stake by 59% in Q2 2026, buying an estimated $26.1K and bringing the position to 1,268 shares worth $88.6K. The position accounts for 0.01% of the portfolio, ranked #307.

Salomon & Ludwin first reported a position in BTSG in Q4 2025 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Salomon & Ludwin held 1,268 shares of BrightSpring Health Services worth $88.6K as of Q2 2026.
  • Salomon & Ludwin bought 470 BrightSpring Health Services shares in Q2 2026, an estimated $26.1K.
  • BrightSpring Health Services made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #307 holding.
  • Salomon & Ludwin first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 3 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.