J. Safra Asset Management’s BrightSpring Health Services BTSG Stock Holding History

J. Safra Asset 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	$28.7K	Buy	674 +353	+110%	+$14.2K	﹤0.01%	287
2025 Q4	$12K	Hold	321	–	–	﹤0.01%	352
2025 Q3	$9.49K	Sell	321 -370	-54%	-$8.6K	﹤0.01%	266
2025 Q2	$16.3K	Buy	691 +445	+181%	+$9.28K	﹤0.01%	261
2025 Q1	$4.45K	Buy	246 +207	+531%	+$4.06K	﹤0.01%	313
2024 Q4	$663	Buy	+39	New	+$674	﹤0.01%	317

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

J. Safra Asset Management's BTSG Position: Q1 2026 in Review

J. Safra Asset Management increased its BrightSpring Health Services (BTSG) stake by 110% in Q1 2026, buying an estimated $14.2K and bringing the position to 674 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

J. Safra Asset Management first reported a position in BTSG in Q4 2024 and has held it in 6 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

J. Safra Asset Management held 674 shares of BrightSpring Health Services worth $28.7K as of Q1 2026.
J. Safra Asset Management bought 353 BrightSpring Health Services shares in Q1 2026, an estimated $14.2K.
BrightSpring Health Services made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #287 holding.
J. Safra Asset Management first reported a position in BrightSpring Health Services in Q4 2024 and has held it in 6 quarters since.
335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.