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Arax Advisory Partners’s BrightSpring Health Services BTSG Stock Holding History

Arax Advisory Partners’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
Q1 		$30.9K Buy
554
+445
+408% +$17.9K ﹤0.01% 1883
2025
Q4 		$4.08K Sell
109
-297
-73% -$9.96K ﹤0.01% 2960
2025
Q3 		$12K Buy
+406
New +$9.44K ﹤0.01% 2511

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Arax Advisory Partners's BTSG Position: Q1 2026 in Review

Arax Advisory Partners increased its BrightSpring Health Services (BTSG) stake by 408% in Q1 2026, buying an estimated $17.9K and bringing the position to 554 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Arax Advisory Partners first reported a position in BTSG in Q3 2025 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Arax Advisory Partners held 554 shares of BrightSpring Health Services worth $30.9K as of Q1 2026.
  • Arax Advisory Partners bought 445 BrightSpring Health Services shares in Q1 2026, an estimated $17.9K.
  • BrightSpring Health Services made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1883 holding.
  • Arax Advisory Partners first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.