Bellevue Group’s BrightSpring Health Services BTSG Stock Holding History

Bellevue Group’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	–	Sell	-92,095	Closed	-$3.45M	–	194
2025 Q4	$3.45M	Sell	92,095 -98,429	-52%	-$3.3M	0.07%	82
2025 Q3	$5.63M	Sell	190,524 -1,182	-0.6%	-$27.5K	0.12%	71
2025 Q2	$4.52M	Sell	191,706 -50,043	-21%	-$1.04M	0.1%	85
2025 Q1	$4.37M	Buy	241,749 +67,597	+39%	+$1.33M	0.1%	89
2024 Q4	$2.97M	Buy	+174,152	New	+$3.01M	0.06%	103

Other funds holding BTSG

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bellevue Group's BTSG Position: Q1 2026 in Review

Bellevue Group sold out of BrightSpring Health Services (BTSG) in Q1 2026, closing a stake of 92,095 shares — an estimated $3.45M sold.

Bellevue Group first reported a position in BTSG in Q4 2024 and held it in 5 quarters. The position peaked at $5.63M in Q3 2025. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

Bellevue Group reported no remaining BrightSpring Health Services position as of Q1 2026 after selling out during the quarter.
Bellevue Group sold 92,095 BrightSpring Health Services shares in Q1 2026, an estimated $3.45M.
Bellevue Group first reported a position in BrightSpring Health Services in Q4 2024 and held it in 5 quarters.
Bellevue Group's BrightSpring Health Services position peaked at $5.63M in Q3 2025.
335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.