Legal & General Group’s BrightSpring Health Services BTSG Stock Holding History

Legal & General Group’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	$13.1M	Buy	306,387 +38,468	+14%	+$1.55M	﹤0.01%	1001
2025 Q4	$10M	Buy	267,919 +165,221	+161%	+$5.54M	﹤0.01%	1171
2025 Q3	$3.04M	Buy	102,698 +24,327	+31%	+$565K	﹤0.01%	1802
2025 Q2	$1.85M	Buy	78,371 +13,930	+22%	+$291K	﹤0.01%	1993
2025 Q1	$1.17M	Sell	64,441 -190	-0.3%	-$3.73K	﹤0.01%	2133
2024 Q4	$1.1M	Buy	64,631 +8,523	+15%	+$147K	﹤0.01%	2204
2024 Q3	$824K	Buy	56,108 +1,636	+3%	+$20.5K	﹤0.01%	2297
2024 Q2	$619K	Buy	54,472 +49,296	+952%	+$538K	﹤0.01%	2347
2024 Q1	$56.3K	Buy	+5,176	New	+$51.8K	﹤0.01%	2768

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

Legal & General Group's BTSG Position: Q1 2026 in Review

Legal & General Group increased its BrightSpring Health Services (BTSG) stake by 14% in Q1 2026, buying an estimated $1.55M and bringing the position to 306,387 shares worth $13.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Legal & General Group first reported a position in BTSG in Q1 2024 and has held it in 9 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

Legal & General Group held 306,387 shares of BrightSpring Health Services worth $13.1M as of Q1 2026.
Legal & General Group bought 38,468 BrightSpring Health Services shares in Q1 2026, an estimated $1.55M.
BrightSpring Health Services made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #1001 holding.
Legal & General Group first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 9 quarters since.
335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.