Inspire Investing
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Inspire Investing’s BrightSpring Health Services BTSG Stock Holding History

Inspire Investing’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
Q3 		$632K Buy
+11,131
New +$701K 0.03% 820
2026
Q2 		– Sell
-37,059
Closed -$1.58M – 1337
2026
Q1 		$1.58M Buy
+37,059
New +$1.49M 0.09% 269

Other funds holding BTSG

Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co New York $5.04B AUM 56.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

Inspire Investing's BTSG Position: Q3 2026 in Review

Inspire Investing opened a new position in BrightSpring Health Services (BTSG) in Q3 2026: 11,131 shares worth $632K. The stake represents 0.03% of the portfolio and ranks #820 among its holdings. This is a return to the name: Inspire Investing previously reported a position in BTSG as recently as Q1 2026.

Inspire Investing first reported a position in BTSG in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.58M in Q1 2026. 360 funds tracked by Wall St. Rank hold BTSG as of Q3 2026.

  • Inspire Investing held 11,131 shares of BrightSpring Health Services worth $632K as of Q3 2026.
  • BrightSpring Health Services was a new Inspire Investing position in Q3 2026.
  • BrightSpring Health Services made up 0.03% of Inspire Investing's portfolio in Q3 2026, its #820 holding.
  • Inspire Investing first reported a position in BrightSpring Health Services in Q1 2026 and has held it in 2 quarters since.
  • Inspire Investing's BrightSpring Health Services position peaked at $1.58M in Q1 2026.
  • 360 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.