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Atria Investments’s BrightSpring Health Services BTSG Stock Holding History

Atria Investments’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 		$565K Sell
8,108
-1,037
-11% -$57.6K 0.01% 1456
2026
Q1 		$390K Sell
9,145
-30
-0.3% -$1.21K ﹤0.01% 1591
2025
Q4 		$344K Sell
9,175
-428
-4% -$14.4K ﹤0.01% 1662
2025
Q3 		$284K Sell
9,603
-153
-2% -$3.56K ﹤0.01% 1751
2025
Q2 		$230K Buy
+9,756
New +$204K ﹤0.01% 1840

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

Atria Investments's BTSG Position: Q2 2026 in Review

Atria Investments reduced its BrightSpring Health Services (BTSG) stake by 11% in Q2 2026, selling an estimated $57.6K and leaving 8,108 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #1456.

Atria Investments first reported a position in BTSG in Q2 2025 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Atria Investments held 8,108 shares of BrightSpring Health Services worth $565K as of Q2 2026.
  • Atria Investments sold 1,037 BrightSpring Health Services shares in Q2 2026, an estimated $57.6K.
  • BrightSpring Health Services made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1456 holding.
  • Atria Investments first reported a position in BrightSpring Health Services in Q2 2025 and has held it in 5 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.