Marshall Wace
BTSG icon

Marshall Wace’s BrightSpring Health Services BTSG Stock Holding History

Marshall Wace’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 		$113M Buy
2,654,358
+967,143
+57% +$39M 0.11% 144
2025
Q4 		$63.2M Buy
1,687,215
+418,935
+33% +$14.1M 0.06% 291
2025
Q3 		$37.5M Buy
1,268,280
+935,132
+281% +$21.7M 0.04% 415
2025
Q2 		$7.86M Buy
333,148
+155,174
+87% +$3.24M 0.01% 939
2025
Q1 		$3.22M Buy
+177,974
New +$3.49M ﹤0.01% 1251
2024
Q2 		– Sell
-369,224
Closed -$4.01M – 3043
2024
Q1 		$4.01M Buy
+369,224
New +$3.69M 0.01% 1090

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

Marshall Wace's BTSG Position: Q1 2026 in Review

Marshall Wace increased its BrightSpring Health Services (BTSG) stake by 57% in Q1 2026, buying an estimated $39M and bringing the position to 2,654,358 shares worth $113M. The position accounts for 0.11% of the portfolio, ranked #144.

Marshall Wace first reported a position in BTSG in Q1 2024 and has held it in 6 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Marshall Wace held 2,654,358 shares of BrightSpring Health Services worth $113M as of Q1 2026.
  • Marshall Wace bought 967,143 BrightSpring Health Services shares in Q1 2026, an estimated $39M.
  • BrightSpring Health Services made up 0.11% of Marshall Wace's portfolio in Q1 2026, its #144 holding.
  • Marshall Wace first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 6 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.