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J. Goldman & Co’s BrightSpring Health Services BTSG Stock Holding History

J. Goldman & Co’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
Q2 		– Sell
-391,970
Closed -$7.09M – 667
2025
Q1 		$7.09M Sell
391,970
-866,649
-69% -$17M 0.18% 167
2024
Q4 		$21.4M Sell
1,258,619
-1,569,228
-55% -$27.1M 0.56% 44
2024
Q3 		$41.5M Sell
2,827,847
-420,226
-13% -$5.27M 1.16% 15
2024
Q2 		$36.9M Buy
3,248,073
+1,120,055
+53% +$12.2M 1.04% 15
2024
Q1 		$23.1M Buy
+2,128,018
New +$21.3M 0.75% 36

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

J. Goldman & Co's BTSG Position: Q2 2025 in Review

J. Goldman & Co sold out of BrightSpring Health Services (BTSG) in Q2 2025, closing a stake of 391,970 shares — an estimated $7.09M sold.

J. Goldman & Co first reported a position in BTSG in Q1 2024 and held it in 5 quarters. The position peaked at $41.5M in Q3 2024. 201 funds tracked by Wall St. Rank hold BTSG as of Q2 2025.

  • J. Goldman & Co reported no remaining BrightSpring Health Services position as of Q2 2025 after selling out during the quarter.
  • J. Goldman & Co sold 391,970 BrightSpring Health Services shares in Q2 2025, an estimated $7.09M.
  • J. Goldman & Co first reported a position in BrightSpring Health Services in Q1 2024 and held it in 5 quarters.
  • J. Goldman & Co's BrightSpring Health Services position peaked at $41.5M in Q3 2024.
  • 201 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2025.

Based on J. Goldman & Co's 13F filing for Q2 2025, filed 14 Aug 2025.