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LMR Partners’s BrightSpring Health Services BTSG Stock Holding History

LMR Partners’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 		$47.2M Buy
676,230
+175,201
+35% +$9.73M 0.18% 125
2026
Q1 		$21.3M Buy
+501,029
New +$20.2M 0.05% 200
2025
Q2 		– Sell
-26,752
Closed -$484K – 1703
2025
Q1 		$484K Buy
+26,752
New +$525K ﹤0.01% 922
2024
Q4 		– Sell
-33,563
Closed -$493K – 1656
2024
Q3 		$493K Buy
+33,563
New +$421K ﹤0.01% 838

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

LMR Partners's BTSG Position: Q2 2026 in Review

LMR Partners increased its BrightSpring Health Services (BTSG) stake by 35% in Q2 2026, buying an estimated $9.73M and bringing the position to 676,230 shares worth $47.2M. The position accounts for 0.18% of the portfolio, ranked #125.

LMR Partners first reported a position in BTSG in Q3 2024 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • LMR Partners held 676,230 shares of BrightSpring Health Services worth $47.2M as of Q2 2026.
  • LMR Partners bought 175,201 BrightSpring Health Services shares in Q2 2026, an estimated $9.73M.
  • BrightSpring Health Services made up 0.18% of LMR Partners's portfolio in Q2 2026, its #125 holding.
  • LMR Partners first reported a position in BrightSpring Health Services in Q3 2024 and has held it in 4 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.