Sequoia Financial Advisors’s BrightSpring Health Services BTSG Stock Holding History

Sequoia Financial Advisors’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	$257K	Buy	+3,683	New	+$205K	﹤0.01%	1790

Other funds holding BTSG

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sequoia Financial Advisors's BTSG Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 3,683 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #1790 among its holdings.

423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

Sequoia Financial Advisors held 3,683 shares of BrightSpring Health Services worth $257K as of Q2 2026.
BrightSpring Health Services was a new Sequoia Financial Advisors position in Q2 2026.
BrightSpring Health Services made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1790 holding.
423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.