Creative Planning
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Creative Planning’s BrightSpring Health Services BTSG Stock Holding History

Creative Planning’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 		$1.52M Buy
35,708
+22,240
+165% +$896K ﹤0.01% 2124
2025
Q4 		$504K Buy
+13,468
New +$452K ﹤0.01% 2836

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

Creative Planning's BTSG Position: Q1 2026 in Review

Creative Planning increased its BrightSpring Health Services (BTSG) stake by 165% in Q1 2026, buying an estimated $896K and bringing the position to 35,708 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

Creative Planning 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.

  • Creative Planning held 35,708 shares of BrightSpring Health Services worth $1.52M as of Q1 2026.
  • Creative Planning bought 22,240 BrightSpring Health Services shares in Q1 2026, an estimated $896K.
  • BrightSpring Health Services made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2124 holding.
  • Creative Planning 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 Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.