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CSM Advisors’s BrightSpring Health Services BTSG Stock Holding History

CSM 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 		– Sell
-34,456
Closed -$1.29M – 450
2025
Q4 		$1.29M Buy
+34,456
New +$1.16M 0.04% 314

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

CSM Advisors's BTSG Position: Q1 2026 in Review

CSM Advisors sold out of BrightSpring Health Services (BTSG) in Q1 2026, closing a stake of 34,456 shares — an estimated $1.29M sold.

CSM Advisors first reported a position in BTSG in Q4 2025 and held it in 1 quarter. The position peaked at $1.29M in Q4 2025. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • CSM Advisors reported no remaining BrightSpring Health Services position as of Q1 2026 after selling out during the quarter.
  • CSM Advisors sold 34,456 BrightSpring Health Services shares in Q1 2026, an estimated $1.29M.
  • CSM Advisors first reported a position in BrightSpring Health Services in Q4 2025 and held it in 1 quarter.
  • CSM Advisors's BrightSpring Health Services position peaked at $1.29M in Q4 2025.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

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