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Catalyst Funds Management’s BrightSpring Health Services BTSG Stock Holding History

Catalyst Funds Management’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 		$1.57M Hold
36,800
– – 0.27% 106
2025
Q4 		$1.38M Buy
+36,800
New +$1.23M 0.32% 74

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

Catalyst Funds Management's BTSG Position: Q1 2026 in Review

Catalyst Funds Management held its BrightSpring Health Services (BTSG) position steady in Q1 2026 at 36,800 shares worth $1.57M. The position accounts for 0.27% of the portfolio, ranked #106.

Catalyst Funds Management first reported a position in BTSG in Q4 2025 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Catalyst Funds Management held 36,800 shares of BrightSpring Health Services worth $1.57M as of Q1 2026.
  • Catalyst Funds Management left its BrightSpring Health Services share count unchanged in Q1 2026.
  • BrightSpring Health Services made up 0.27% of Catalyst Funds Management's portfolio in Q1 2026, its #106 holding.
  • Catalyst Funds Management first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.