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Summit Wealth Group’s Bausch Health BHC Stock Holding History

Summit Wealth Group’s Portfolio BHC Stock Details BHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$64.4K Hold
11,918
– – 0.01% 126
2025
Q4 		$82.8K Hold
11,918
– – 0.02% 119
2025
Q3 		$76.9K Buy
+11,918
New +$81.5K 0.02% 111

Other funds holding BHC

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Wealth Group's BHC Position: Q1 2026 in Review

Summit Wealth Group held its Bausch Health (BHC) position steady in Q1 2026 at 11,918 shares worth $64.4K. The position accounts for 0.01% of the portfolio, ranked #126.

Summit Wealth Group first reported a position in BHC in Q3 2025 and has held it in 3 quarters since. The position peaked at $82.8K in Q4 2025. 227 funds tracked by Wall St. Rank hold BHC as of Q1 2026.

  • Summit Wealth Group held 11,918 shares of Bausch Health worth $64.4K as of Q1 2026.
  • Summit Wealth Group left its Bausch Health share count unchanged in Q1 2026.
  • Bausch Health made up 0.01% of Summit Wealth Group's portfolio in Q1 2026, its #126 holding.
  • Summit Wealth Group first reported a position in Bausch Health in Q3 2025 and has held it in 3 quarters since.
  • Summit Wealth Group's Bausch Health position peaked at $82.8K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Bausch Health as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.