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Westover Capital Advisors’s BrightSpring Health Services BTSG Stock Holding History

Westover Capital 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 		$1.27M Sell
18,195
-154
-0.8% -$8.55K 0.21% 86
2026
Q1 		$782K Sell
18,349
-260
-1% -$10.5K 0.14% 110
2025
Q4 		$697K Buy
+18,609
New +$624K 0.13% 122

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

Westover Capital Advisors's BTSG Position: Q2 2026 in Review

Westover Capital Advisors reduced its BrightSpring Health Services (BTSG) stake by 0.84% in Q2 2026, selling an estimated $8.55K and leaving 18,195 shares worth $1.27M. The position accounts for 0.21% of the portfolio, ranked #86.

Westover Capital Advisors first reported a position in BTSG in Q4 2025 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Westover Capital Advisors held 18,195 shares of BrightSpring Health Services worth $1.27M as of Q2 2026.
  • Westover Capital Advisors sold 154 BrightSpring Health Services shares in Q2 2026, an estimated $8.55K.
  • BrightSpring Health Services made up 0.21% of Westover Capital Advisors's portfolio in Q2 2026, its #86 holding.
  • Westover Capital Advisors first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 3 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.