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IFP Advisors’s BrightSpring Health Services BTSG Stock Holding History

IFP Advisors’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 		$8.48K Sell
199
-2,334
-92% -$94K ﹤0.01% 3234
2025
Q4 		$94.9K Buy
2,533
+1,035
+69% +$34.7K ﹤0.01% 1827
2025
Q3 		$44.3K Sell
1,498
-127
-8% -$2.95K ﹤0.01% 2138
2025
Q2 		$39.5K Sell
1,625
-6,588
-80% -$137K ﹤0.01% 2173
2025
Q1 		$149K Buy
8,213
+8,210
+273,667% +$161K ﹤0.01% 1316
2024
Q4 		$51 Sell
3
-259
-99% -$4.48K ﹤0.01% 4256
2024
Q3 		$3.85K Hold
262
– – ﹤0.01% 2749
2024
Q2 		$2.98K Buy
+262
New +$2.86K ﹤0.01% 2730

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

IFP Advisors's BTSG Position: Q1 2026 in Review

IFP Advisors reduced its BrightSpring Health Services (BTSG) stake by 92% in Q1 2026, selling an estimated $94K and leaving 199 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3234.

IFP Advisors first reported a position in BTSG in Q2 2024 and has held it in 8 quarters since. The position peaked at $149K in Q1 2025. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • IFP Advisors held 199 shares of BrightSpring Health Services worth $8.48K as of Q1 2026.
  • IFP Advisors sold 2,334 BrightSpring Health Services shares in Q1 2026, an estimated $94K.
  • BrightSpring Health Services made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3234 holding.
  • IFP Advisors first reported a position in BrightSpring Health Services in Q2 2024 and has held it in 8 quarters since.
  • IFP Advisors's BrightSpring Health Services position peaked at $149K in Q1 2025.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.