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Lindbrook Capital’s BrightSpring Health Services BTSG Stock Holding History

Lindbrook Capital’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
Q1 		$5.36K Buy
296
+8
+3% +$157 ﹤0.01% 1925
2024
Q4 		$4.91K Hold
288
– – ﹤0.01% 1997
2024
Q3 		$4.23K Hold
288
– – ﹤0.01% 2077
2024
Q2 		$3.27K Hold
288
– – ﹤0.01% 2181
2024
Q1 		$3.13K Buy
+288
New +$2.88K ﹤0.01% 2086

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
WBA
Walgreens Boots Alliance Deerfield, Illinois $2.24B AUM 36.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Lindbrook Capital's BTSG Position: Q1 2025 in Review

Lindbrook Capital increased its BrightSpring Health Services (BTSG) stake by 2.8% in Q1 2025, buying an estimated $157 and bringing the position to 296 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Lindbrook Capital first reported a position in BTSG in Q1 2024 and has held it in 5 quarters since. 163 funds tracked by Wall St. Rank hold BTSG as of Q1 2025.

  • Lindbrook Capital held 296 shares of BrightSpring Health Services worth $5.36K as of Q1 2025.
  • Lindbrook Capital bought 8 BrightSpring Health Services shares in Q1 2025, an estimated $157.
  • BrightSpring Health Services made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1925 holding.
  • Lindbrook Capital first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 5 quarters since.
  • 163 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.