CAPTRUST Financial Advisors’s BrightSpring Health Services BTSG Stock Holding History

CAPTRUST Financial 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	$205K	Buy	+4,822	New	+$194K	﹤0.01%	2664

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

CAPTRUST Financial Advisors's BTSG Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in BrightSpring Health Services (BTSG) in Q1 2026: 4,822 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #2664 among its holdings.

335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

CAPTRUST Financial Advisors held 4,822 shares of BrightSpring Health Services worth $205K as of Q1 2026.
BrightSpring Health Services was a new CAPTRUST Financial Advisors position in Q1 2026.
BrightSpring Health Services made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2664 holding.
335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

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