FC
BTSG icon

FORA Capital’s BrightSpring Health Services BTSG Stock Holding History

FORA Capital’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 		$4.96M Buy
71,079
+34,282
+93% +$1.9M 0.34% 100
2026
Q1 		$1.57M Buy
+36,797
New +$1.48M 0.12% 181
2025
Q3 		– Sell
-21,992
Closed -$519K – 697
2025
Q2 		$519K Buy
+21,992
New +$459K 0.06% 323

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

FORA Capital's BTSG Position: Q2 2026 in Review

FORA Capital increased its BrightSpring Health Services (BTSG) stake by 93% in Q2 2026, buying an estimated $1.9M and bringing the position to 71,079 shares worth $4.96M. The position accounts for 0.34% of the portfolio, ranked #100.

FORA Capital first reported a position in BTSG in Q2 2025 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • FORA Capital held 71,079 shares of BrightSpring Health Services worth $4.96M as of Q2 2026.
  • FORA Capital bought 34,282 BrightSpring Health Services shares in Q2 2026, an estimated $1.9M.
  • BrightSpring Health Services made up 0.34% of FORA Capital's portfolio in Q2 2026, its #100 holding.
  • FORA Capital first reported a position in BrightSpring Health Services in Q2 2025 and has held it in 3 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.