Covestor’s BrightSpring Health Services BTSG Stock Holding History

Covestor’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 Q2	$101K	Sell	1,451 -1,017	-41%	-$56.5K	0.06%	355
2026 Q1	$105K	Sell	2,468 -2,754	-53%	-$111K	0.07%	272
2025 Q4	$196K	Sell	5,222 -3,345	-39%	-$112K	0.1%	233
2025 Q3	$253K	Buy	8,567 +1,218	+17%	+$28.3K	0.14%	131
2025 Q2	$173K	Buy	7,349 +7,182	+4,301%	+$150K	0.1%	249
2025 Q1	$3K	Buy	167 +72	+76%	+$1.41K	﹤0.01%	1809
2024 Q4	$2K	Buy	95 +6	+7%	+$104	﹤0.01%	1958
2024 Q3	$1K	Buy	89 +36	+68%	+$451	﹤0.01%	2132
2024 Q2	$1K	Buy	+53	New	+$579	﹤0.01%	2156

Other funds holding BTSG

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Covestor's BTSG Position: Q2 2026 in Review

Covestor reduced its BrightSpring Health Services (BTSG) stake by 41% in Q2 2026, selling an estimated $56.5K and leaving 1,451 shares worth $101K. The position accounts for 0.06% of the portfolio, ranked #355.

Covestor first reported a position in BTSG in Q2 2024 and has held it in 9 quarters since. The position peaked at $253K in Q3 2025. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

Covestor held 1,451 shares of BrightSpring Health Services worth $101K as of Q2 2026.
Covestor sold 1,017 BrightSpring Health Services shares in Q2 2026, an estimated $56.5K.
BrightSpring Health Services made up 0.06% of Covestor's portfolio in Q2 2026, its #355 holding.
Covestor first reported a position in BrightSpring Health Services in Q2 2024 and has held it in 9 quarters since.
Covestor's BrightSpring Health Services position peaked at $253K in Q3 2025.
423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.