Engineers Gate Manager’s BrightSpring Health Services BTSG Stock Holding History

Engineers Gate Manager’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	$203K	Sell	4,772 -8,273	-63%	-$333K	﹤0.01%	1899
2025 Q4	$489K	Buy	13,045 +216	+2%	+$7.24K	0.01%	1371
2025 Q3	$379K	Sell	12,829 -365,515	-97%	-$8.5M	﹤0.01%	1640
2025 Q2	$8.93M	Buy	378,344 +317,360	+520%	+$6.62M	0.11%	248
2025 Q1	$1.1M	Buy	+60,984	New	+$1.2M	0.02%	1011
2024 Q4	–	Sell	-23,226	Closed	-$341K	–	2636
2024 Q3	$341K	Buy	+23,226	New	+$291K	0.01%	1572

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

Engineers Gate Manager's BTSG Position: Q1 2026 in Review

Engineers Gate Manager reduced its BrightSpring Health Services (BTSG) stake by 63% in Q1 2026, selling an estimated $333K and leaving 4,772 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

Engineers Gate Manager first reported a position in BTSG in Q3 2024 and has held it in 6 quarters since. The position peaked at $8.93M in Q2 2025. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

Engineers Gate Manager held 4,772 shares of BrightSpring Health Services worth $203K as of Q1 2026.
Engineers Gate Manager sold 8,273 BrightSpring Health Services shares in Q1 2026, an estimated $333K.
BrightSpring Health Services made up ﹤0.01% of Engineers Gate Manager's portfolio in Q1 2026, its #1899 holding.
Engineers Gate Manager first reported a position in BrightSpring Health Services in Q3 2024 and has held it in 6 quarters since.
Engineers Gate Manager's BrightSpring Health Services position peaked at $8.93M in Q2 2025.
335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.