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Integrated Quantitative Investments’s BrightSpring Health Services BTSG Stock Holding History

Integrated Quantitative Investments’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 		$1.54M Sell
36,194
-5,272
-13% -$212K 0.28% 121
2025
Q4 		$1.55M Buy
+41,466
New +$1.39M 0.33% 86

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

Integrated Quantitative Investments's BTSG Position: Q1 2026 in Review

Integrated Quantitative Investments reduced its BrightSpring Health Services (BTSG) stake by 13% in Q1 2026, selling an estimated $212K and leaving 36,194 shares worth $1.54M. The position accounts for 0.28% of the portfolio, ranked #121.

Integrated Quantitative Investments first reported a position in BTSG in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.55M in Q4 2025. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Integrated Quantitative Investments held 36,194 shares of BrightSpring Health Services worth $1.54M as of Q1 2026.
  • Integrated Quantitative Investments sold 5,272 BrightSpring Health Services shares in Q1 2026, an estimated $212K.
  • BrightSpring Health Services made up 0.28% of Integrated Quantitative Investments's portfolio in Q1 2026, its #121 holding.
  • Integrated Quantitative Investments first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 2 quarters since.
  • Integrated Quantitative Investments's BrightSpring Health Services position peaked at $1.55M in Q4 2025.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Integrated Quantitative Investments's 13F filing for Q1 2026, filed 13 May 2026.