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RAFFA WEALTH MANAGEMENT, LLC’s BrightSpring Health Services BTSG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$70 Hold
1
– – ﹤0.01% 1468
2026
Q1 		$43 Buy
+1
New +$40 ﹤0.01% 1413

Other funds holding BTSG

AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BTSG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its BrightSpring Health Services (BTSG) position steady in Q2 2026 at 1 share worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BTSG in Q1 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1 share of BrightSpring Health Services worth $70 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its BrightSpring Health Services share count unchanged in Q2 2026.
  • BrightSpring Health Services made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1468 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in BrightSpring Health Services in Q1 2026 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.