LPL Financial
BTSG icon

LPL Financial’s BrightSpring Health Services BTSG Stock Holding History

LPL Financial’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 		$5.6M Buy
80,323
+16,580
+26% +$921K ﹤0.01% 2689
2026
Q1 		$2.72M Buy
63,743
+2,945
+5% +$119K ﹤0.01% 3223
2025
Q4 		$2.28M Buy
60,798
+9,018
+17% +$302K ﹤0.01% 3278
2025
Q3 		$1.53M Buy
51,780
+35,407
+216% +$823K ﹤0.01% 3575
2025
Q2 		$386K Buy
+16,373
New +$342K ﹤0.01% 4592

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

LPL Financial's BTSG Position: Q2 2026 in Review

LPL Financial increased its BrightSpring Health Services (BTSG) stake by 26% in Q2 2026, buying an estimated $921K and bringing the position to 80,323 shares worth $5.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2689.

LPL Financial first reported a position in BTSG in Q2 2025 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • LPL Financial held 80,323 shares of BrightSpring Health Services worth $5.6M as of Q2 2026.
  • LPL Financial bought 16,580 BrightSpring Health Services shares in Q2 2026, an estimated $921K.
  • BrightSpring Health Services made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2689 holding.
  • LPL Financial first reported a position in BrightSpring Health Services in Q2 2025 and has held it in 5 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.