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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
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 $5.35B 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

FORA Capital's BTSG Position: Q1 2026 in Review

FORA Capital opened a new position in BrightSpring Health Services (BTSG) in Q1 2026: 36,797 shares worth $1.57M. The stake represents 0.12% of the portfolio and ranks #181 among its holdings. This is a return to the name: FORA Capital previously reported a position in BTSG as recently as Q2 2025.

FORA Capital first reported a position in BTSG in Q2 2025 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • FORA Capital held 36,797 shares of BrightSpring Health Services worth $1.57M as of Q1 2026.
  • BrightSpring Health Services was a new FORA Capital position in Q1 2026.
  • BrightSpring Health Services made up 0.12% of FORA Capital's portfolio in Q1 2026, its #181 holding.
  • FORA Capital first reported a position in BrightSpring Health Services in Q2 2025 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.