Fidelity Investments
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Fidelity Investments’s BrightSpring Health Services BTSG Stock Holding History

Fidelity Investments’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 		$934M Sell
13,393,155
-7,585,378
-36% -$421M 0.04% 337
2026
Q1 		$894M Sell
20,978,533
-1,700,926
-7% -$68.5M 0.05% 325
2025
Q4 		$849M Sell
22,679,459
-2,325,097
-9% -$78M 0.04% 345
2025
Q3 		$739M Sell
25,004,556
-971,085
-4% -$22.6M 0.04% 381
2025
Q2 		$613M Sell
25,975,641
-137,668
-0.5% -$2.87M 0.03% 411
2025
Q1 		$472M Buy
26,113,309
+4,010,819
+18% +$78.7M 0.03% 476
2024
Q4 		$376M Buy
22,102,490
+3,933,303
+22% +$68M 0.02% 575
2024
Q3 		$267M Buy
18,169,187
+2,664,582
+17% +$33.4M 0.02% 718
2024
Q2 		$176M Buy
15,504,605
+4,208,404
+37% +$45.9M 0.01% 830
2024
Q1 		$123M Buy
+11,296,201
New +$113M 0.01% 979

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fidelity Investments's BTSG Position: Q2 2026 in Review

Fidelity Investments reduced its BrightSpring Health Services (BTSG) stake by 36% in Q2 2026, selling an estimated $421M and leaving 13,393,155 shares worth $934M. The position accounts for 0.04% of the portfolio, ranked #337.

Fidelity Investments first reported a position in BTSG in Q1 2024 and has held it in 10 quarters since. 422 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Fidelity Investments held 13,393,155 shares of BrightSpring Health Services worth $934M as of Q2 2026.
  • Fidelity Investments sold 7,585,378 BrightSpring Health Services shares in Q2 2026, an estimated $421M.
  • BrightSpring Health Services made up 0.04% of Fidelity Investments's portfolio in Q2 2026, its #337 holding.
  • Fidelity Investments first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 10 quarters since.
  • 422 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.