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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
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 $5.35B 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Retirement Partners's BTSG Position: Q4 2025 in Review

Global Retirement Partners reduced its BrightSpring Health Services (BTSG) stake by 5.7% in Q4 2025, selling an estimated $67 and leaving 33 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #3845.

Global Retirement Partners first reported a position in BTSG in Q2 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold BTSG as of Q4 2025.

  • Global Retirement Partners held 33 shares of BrightSpring Health Services worth $1.24K as of Q4 2025.
  • Global Retirement Partners sold 2 BrightSpring Health Services shares in Q4 2025, an estimated $67.
  • BrightSpring Health Services made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3845 holding.
  • Global Retirement Partners first reported a position in BrightSpring Health Services in Q2 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.