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
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 $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial's BTSG Position: Q1 2026 in Review

LPL Financial increased its BrightSpring Health Services (BTSG) stake by 4.8% in Q1 2026, buying an estimated $119K and bringing the position to 63,743 shares worth $2.72M. The position accounts for ﹤0.01% of the portfolio, ranked #3223.

LPL Financial first reported a position in BTSG in Q2 2025 and has held it in 4 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • LPL Financial held 63,743 shares of BrightSpring Health Services worth $2.72M as of Q1 2026.
  • LPL Financial bought 2,945 BrightSpring Health Services shares in Q1 2026, an estimated $119K.
  • BrightSpring Health Services made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3223 holding.
  • LPL Financial first reported a position in BrightSpring Health Services in Q2 2025 and has held it in 4 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.