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
Q2 		$84M Buy
1,204,036
+8,313
+0.7% +$462K 0.12% 193
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 $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes's BTSG Position: Q2 2026 in Review

Federated Hermes increased its BrightSpring Health Services (BTSG) stake by 0.7% in Q2 2026, buying an estimated $462K and bringing the position to 1,204,036 shares worth $84M. The position accounts for 0.12% of the portfolio, ranked #193.

Federated Hermes first reported a position in BTSG in Q3 2024 and has held it in 8 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Federated Hermes held 1,204,036 shares of BrightSpring Health Services worth $84M as of Q2 2026.
  • Federated Hermes bought 8,313 BrightSpring Health Services shares in Q2 2026, an estimated $462K.
  • BrightSpring Health Services made up 0.12% of Federated Hermes's portfolio in Q2 2026, its #193 holding.
  • Federated Hermes first reported a position in BrightSpring Health Services in Q3 2024 and has held it in 8 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.