Ameriprise
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Ameriprise’s BrightSpring Health Services BTSG Stock Holding History

Ameriprise’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 		$125M Buy
1,798,601
+438,378
+32% +$24.3M 0.03% 516
2026
Q1 		$58M Buy
1,360,223
+1,036,148
+320% +$41.7M 0.01% 795
2025
Q4 		$12.1M Buy
324,075
+240,650
+288% +$8.07M ﹤0.01% 1768
2025
Q3 		$2.47M Buy
+83,425
New +$1.94M ﹤0.01% 2902

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

Ameriprise's BTSG Position: Q2 2026 in Review

Ameriprise increased its BrightSpring Health Services (BTSG) stake by 32% in Q2 2026, buying an estimated $24.3M and bringing the position to 1,798,601 shares worth $125M. The position accounts for 0.03% of the portfolio, ranked #516.

Ameriprise first reported a position in BTSG in Q3 2025 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Ameriprise held 1,798,601 shares of BrightSpring Health Services worth $125M as of Q2 2026.
  • Ameriprise bought 438,378 BrightSpring Health Services shares in Q2 2026, an estimated $24.3M.
  • BrightSpring Health Services made up 0.03% of Ameriprise's portfolio in Q2 2026, its #516 holding.
  • Ameriprise first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 4 quarters since.
  • 422 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.