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Twin Peaks Wealth Advisors’s BrightSpring Health Services BTSG Stock Holding History

Twin Peaks Wealth 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 		– Sell
-290
Closed -$12.4K – 2289
2026
Q1 		$12.4K Buy
+290
New +$11.7K ﹤0.01% 949

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

Twin Peaks Wealth Advisors's BTSG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of BrightSpring Health Services (BTSG) in Q2 2026, closing a stake of 290 shares — an estimated $12.4K sold.

Twin Peaks Wealth Advisors first reported a position in BTSG in Q1 2026 and held it in 1 quarter. The position peaked at $12.4K in Q1 2026. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining BrightSpring Health Services position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 290 BrightSpring Health Services shares in Q2 2026, an estimated $12.4K.
  • Twin Peaks Wealth Advisors first reported a position in BrightSpring Health Services in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's BrightSpring Health Services position peaked at $12.4K in Q1 2026.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.