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
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 $5.35B 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

Capstone Investment Advisors's BTSG Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in BrightSpring Health Services (BTSG) in Q1 2026: 7,548 shares worth $322K. The stake represents ﹤0.01% of the portfolio and ranks #1346 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in BTSG as recently as Q1 2024.

Capstone Investment Advisors first reported a position in BTSG in Q1 2024 and has held it in 2 quarters since. The position peaked at $9.72M in Q1 2024. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Capstone Investment Advisors held 7,548 shares of BrightSpring Health Services worth $322K as of Q1 2026.
  • BrightSpring Health Services was a new Capstone Investment Advisors position in Q1 2026.
  • BrightSpring Health Services made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1346 holding.
  • Capstone Investment Advisors first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 2 quarters since.
  • Capstone Investment Advisors's BrightSpring Health Services position peaked at $9.72M in Q1 2024.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.