TGY2IT
BTSG icon

Timothy G. Youngquist 2020 Irrevocable Trust’s BrightSpring Health Services BTSG Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		$1M Buy
+14,340
New +$796K 0.2% 47

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's BTSG Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 14,340 shares worth $1M. The stake represents 0.2% of the portfolio and ranks #47 among its holdings.

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

  • Timothy G. Youngquist 2020 Irrevocable Trust held 14,340 shares of BrightSpring Health Services worth $1M as of Q2 2026.
  • BrightSpring Health Services was a new Timothy G. Youngquist 2020 Irrevocable Trust position in Q2 2026.
  • BrightSpring Health Services made up 0.2% of Timothy G. Youngquist 2020 Irrevocable Trust's portfolio in Q2 2026, its #47 holding.
  • 391 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.