Citadel Advisors’s BrightSpring Health Services BTSG Stock Holding History

Citadel 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	$332K	Sell	7,800 -200	-3%	-$8.06K	﹤0.01%	10245
2025 Q4	$300K	Sell	8,000 -23,600	-75%	-$791K	﹤0.01%	10157
2025 Q3	$934K	Buy	31,600 +9,300	+42%	+$216K	﹤0.01%	7676
2025 Q2	$526K	Buy	22,300 +3,400	+18%	+$70.9K	﹤0.01%	8511
2025 Q1	$342K	Buy	18,900 +18,700	+9,350%	+$367K	﹤0.01%	9290
2024 Q4	$3.41K	Sell	200 -500	-71%	-$8.65K	﹤0.01%	13996
2024 Q3	$10.3K	Sell	700 -3,500	-83%	-$43.9K	﹤0.01%	13213
2024 Q2	$47.7K	Sell	4,200 -600	-13%	-$6.55K	﹤0.01%	11814
2024 Q1	$52.2K	Buy	+4,800	New	+$48K	﹤0.01%	12140

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

Citadel Advisors's BTSG Position: Q1 2026 in Review

Citadel Advisors increased its BrightSpring Health Services (BTSG) stake by 1,988% in Q1 2026, buying an estimated $118M and bringing the position to 3,087,924 shares worth $132M. The position accounts for 0.02% of the portfolio, ranked #644.

Citadel Advisors first reported a position in BTSG in Q1 2024 and has held it in 9 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

Citadel Advisors held 3,087,924 shares of BrightSpring Health Services worth $132M as of Q1 2026.
Citadel Advisors bought 2,940,026 BrightSpring Health Services shares in Q1 2026, an estimated $118M.
BrightSpring Health Services made up 0.02% of Citadel Advisors's portfolio in Q1 2026, its #644 holding.
Citadel Advisors first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 9 quarters since.
335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

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