INTECH Investment Management’s BrightSpring Health Services BTSG Stock Holding History

INTECH Investment 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	$1.21M	Sell	28,357 -9,642	-25%	-$388K	0.01%	928
2025 Q4	$1.42M	Buy	37,999 +10,426	+38%	+$350K	0.01%	928
2025 Q3	$815K	Sell	27,573 -17,086	-38%	-$397K	0.01%	1301
2025 Q2	$1.05M	Buy	44,659 +15,397	+53%	+$321K	0.01%	1163
2025 Q1	$529K	Buy	29,262 +8,325	+40%	+$163K	0.01%	1589
2024 Q4	$357K	Buy	20,937 +10,135	+94%	+$175K	﹤0.01%	1746
2024 Q3	$159K	Buy	+10,802	New	+$135K	﹤0.01%	1792

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

INTECH Investment Management's BTSG Position: Q1 2026 in Review

INTECH Investment Management reduced its BrightSpring Health Services (BTSG) stake by 25% in Q1 2026, selling an estimated $388K and leaving 28,357 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #928.

INTECH Investment Management first reported a position in BTSG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q4 2025. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

INTECH Investment Management held 28,357 shares of BrightSpring Health Services worth $1.21M as of Q1 2026.
INTECH Investment Management sold 9,642 BrightSpring Health Services shares in Q1 2026, an estimated $388K.
BrightSpring Health Services made up 0.01% of INTECH Investment Management's portfolio in Q1 2026, its #928 holding.
INTECH Investment Management first reported a position in BrightSpring Health Services in Q3 2024 and has held it in 7 quarters since.
INTECH Investment Management's BrightSpring Health Services position peaked at $1.42M in Q4 2025.
335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.