Capstone Investment Advisors
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Capstone Investment Advisors’s BrightSpring Health Services BTSG Stock Holding History

Capstone Investment 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 		$367K Sell
5,265
-2,283
-30% -$127K ﹤0.01% 1365
2026
Q1 		$322K Buy
+7,548
New +$304K ﹤0.01% 1346
2024
Q2 		– Sell
-894,389
Closed -$9.72M – 2531
2024
Q1 		$9.72M Buy
+894,389
New +$8.94M 0.04% 281

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

Capstone Investment Advisors's BTSG Position: Q2 2026 in Review

Capstone Investment Advisors reduced its BrightSpring Health Services (BTSG) stake by 30% in Q2 2026, selling an estimated $127K and leaving 5,265 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Capstone Investment Advisors first reported a position in BTSG in Q1 2024 and has held it in 3 quarters since. The position peaked at $9.72M in Q1 2024. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Capstone Investment Advisors held 5,265 shares of BrightSpring Health Services worth $367K as of Q2 2026.
  • Capstone Investment Advisors sold 2,283 BrightSpring Health Services shares in Q2 2026, an estimated $127K.
  • BrightSpring Health Services made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1365 holding.
  • Capstone Investment Advisors first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 3 quarters since.
  • Capstone Investment Advisors's BrightSpring Health Services position peaked at $9.72M in Q1 2024.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.