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John Overdeck’s BrightSpring Health Services BTSG Stock Holding History

John Overdeck’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
Q2 		$7.89M Sell
113,140
-41,471
-27% -$2.3M 0.01% 1711
2026
Q1 		$6.59M Sell
154,611
-6,685
-4% -$269K 0.01% 1750
2025
Q4 		$6.04M Sell
161,296
-187,138
-54% -$6.28M 0.01% 1546
2025
Q3 		$10.3M Sell
348,434
-732,947
-68% -$17M 0.02% 946
2025
Q2 		$25.5M Buy
1,081,381
+837,227
+343% +$17.5M 0.05% 460
2025
Q1 		$4.42M Sell
244,154
-73,216
-23% -$1.44M 0.01% 1194
2024
Q4 		$5.4M Sell
317,370
-29,148
-8% -$504K 0.01% 1056
2024
Q3 		$5.09M Buy
+346,518
New +$4.34M 0.01% 1079

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Overdeck's BTSG Position: Q2 2026 in Review

John Overdeck reduced its BrightSpring Health Services (BTSG) stake by 27% in Q2 2026, selling an estimated $2.3M and leaving 113,140 shares worth $7.89M. The position accounts for 0.01% of the portfolio, ranked #1711.

John Overdeck first reported a position in BTSG in Q3 2024 and has held it in 8 quarters since. The position peaked at $25.5M in Q2 2025. 419 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • John Overdeck held 113,140 shares of BrightSpring Health Services worth $7.89M as of Q2 2026.
  • John Overdeck sold 41,471 BrightSpring Health Services shares in Q2 2026, an estimated $2.3M.
  • BrightSpring Health Services made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1711 holding.
  • John Overdeck first reported a position in BrightSpring Health Services in Q3 2024 and has held it in 8 quarters since.
  • John Overdeck's BrightSpring Health Services position peaked at $25.5M in Q2 2025.
  • 419 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.