Federated Hermes
BTSG icon

Federated Hermes’s BrightSpring Health Services BTSG Stock Holding History

Federated Hermes’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 		$50.9M Buy
1,195,723
+203,321
+20% +$8.19M 0.08% 257
2025
Q4 		$37.2M Buy
992,402
+673,202
+211% +$22.6M 0.06% 321
2025
Q3 		$9.44M Buy
319,200
+98,745
+45% +$2.3M 0.02% 579
2025
Q2 		$5.2M Sell
220,455
-141,485
-39% -$2.95M 0.01% 720
2025
Q1 		$6.55M Sell
361,940
-210,496
-37% -$4.13M 0.01% 655
2024
Q4 		$9.75M Buy
572,436
+254,811
+80% +$4.41M 0.02% 553
2024
Q3 		$4.66M Buy
+317,625
New +$3.98M 0.01% 730

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

Federated Hermes's BTSG Position: Q1 2026 in Review

Federated Hermes increased its BrightSpring Health Services (BTSG) stake by 20% in Q1 2026, buying an estimated $8.19M and bringing the position to 1,195,723 shares worth $50.9M. The position accounts for 0.08% of the portfolio, ranked #257.

Federated Hermes first reported a position in BTSG in Q3 2024 and has held it in 7 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Federated Hermes held 1,195,723 shares of BrightSpring Health Services worth $50.9M as of Q1 2026.
  • Federated Hermes bought 203,321 BrightSpring Health Services shares in Q1 2026, an estimated $8.19M.
  • BrightSpring Health Services made up 0.08% of Federated Hermes's portfolio in Q1 2026, its #257 holding.
  • Federated Hermes first reported a position in BrightSpring Health Services in Q3 2024 and has held it in 7 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.