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
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 $5.35B AUM 63.01% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments's BTSG Position: Q1 2026 in Review

Fidelity Investments reduced its BrightSpring Health Services (BTSG) stake by 7.5% in Q1 2026, selling an estimated $68.5M and leaving 20,978,533 shares worth $894M. The position accounts for 0.05% of the portfolio, ranked #325.

Fidelity Investments first reported a position in BTSG in Q1 2024 and has held it in 9 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Fidelity Investments held 20,978,533 shares of BrightSpring Health Services worth $894M as of Q1 2026.
  • Fidelity Investments sold 1,700,926 BrightSpring Health Services shares in Q1 2026, an estimated $68.5M.
  • BrightSpring Health Services made up 0.05% of Fidelity Investments's portfolio in Q1 2026, its #325 holding.
  • Fidelity Investments first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 9 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.