Forum Financial Management’s BrightSpring Health Services BTSG Stock Holding History

Forum Financial Management’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	–	Sell	-8,420	Closed	-$315K	–	1013
2025 Q4	$315K	Buy	8,420 +4	+0%	+$134	﹤0.01%	721
2025 Q3	$249K	Buy	+8,416	New	+$196K	﹤0.01%	840

Other funds holding BTSG

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Forum Financial Management's BTSG Position: Q1 2026 in Review

Forum Financial Management sold out of BrightSpring Health Services (BTSG) in Q1 2026, closing a stake of 8,420 shares — an estimated $315K sold.

Forum Financial Management first reported a position in BTSG in Q3 2025 and held it in 2 quarters. The position peaked at $315K in Q4 2025. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

Forum Financial Management reported no remaining BrightSpring Health Services position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 8,420 BrightSpring Health Services shares in Q1 2026, an estimated $315K.
Forum Financial Management first reported a position in BrightSpring Health Services in Q3 2025 and held it in 2 quarters.
Forum Financial Management's BrightSpring Health Services position peaked at $315K in Q4 2025.
335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.