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

Concurrent 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 		$445K Buy
10,451
+4,316
+70% +$174K ﹤0.01% 1276
2025
Q4 		$230K Buy
+6,135
New +$206K ﹤0.01% 1562

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

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

Concurrent Investment Advisors increased its BrightSpring Health Services (BTSG) stake by 70% in Q1 2026, buying an estimated $174K and bringing the position to 10,451 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Concurrent Investment Advisors 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.

  • Concurrent Investment Advisors held 10,451 shares of BrightSpring Health Services worth $445K as of Q1 2026.
  • Concurrent Investment Advisors bought 4,316 BrightSpring Health Services shares in Q1 2026, an estimated $174K.
  • BrightSpring Health Services made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1276 holding.
  • Concurrent Investment Advisors 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 Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.