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Measured Wealth Private Client Group’s BrightSpring Health Services BTSG Stock Holding History

Measured Wealth Private Client Group’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 		$603K Sell
14,148
-2,628
-16% -$106K 0.16% 91
2025
Q4 		$628K Sell
16,776
-2,656
-14% -$89.1K 0.17% 83
2025
Q3 		$574K Buy
19,432
+4,561
+31% +$106K 0.15% 92
2025
Q2 		$351K Buy
+14,871
New +$310K 0.11% 128

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

Measured Wealth Private Client Group's BTSG Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its BrightSpring Health Services (BTSG) stake by 16% in Q1 2026, selling an estimated $106K and leaving 14,148 shares worth $603K. The position accounts for 0.16% of the portfolio, ranked #91.

Measured Wealth Private Client Group first reported a position in BTSG in Q2 2025 and has held it in 4 quarters since. The position peaked at $628K in Q4 2025. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Measured Wealth Private Client Group held 14,148 shares of BrightSpring Health Services worth $603K as of Q1 2026.
  • Measured Wealth Private Client Group sold 2,628 BrightSpring Health Services shares in Q1 2026, an estimated $106K.
  • BrightSpring Health Services made up 0.16% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #91 holding.
  • Measured Wealth Private Client Group first reported a position in BrightSpring Health Services in Q2 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's BrightSpring Health Services position peaked at $628K in Q4 2025.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.