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Global Retirement Partners’s BrightSpring Health Services BTSG Stock Holding History

Global Retirement Partners’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 		$1.99M Buy
+28,508
New +$1.58M 0.03% 490
2025
Q4 		$1.24K Sell
33
-2
-6% -$67 ﹤0.01% 3845
2025
Q3 		$1.03K Hold
35
– – ﹤0.01% 3518
2025
Q2 		$826 Buy
+35
New +$730 ﹤0.01% 3489

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

Global Retirement Partners's BTSG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 28,508 shares worth $1.99M. The stake represents 0.03% of the portfolio and ranks #490 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BTSG as recently as Q4 2025.

Global Retirement Partners first reported a position in BTSG in Q2 2025 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Global Retirement Partners held 28,508 shares of BrightSpring Health Services worth $1.99M as of Q2 2026.
  • BrightSpring Health Services was a new Global Retirement Partners position in Q2 2026.
  • BrightSpring Health Services made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #490 holding.
  • Global Retirement Partners first reported a position in BrightSpring Health Services in Q2 2025 and has held it in 4 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.