Morgan Stanley
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Morgan Stanley’s BrightSpring Health Services BTSG Stock Holding History

Morgan Stanley’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 		$151M Buy
2,167,944
+1,103,929
+104% +$61.3M 0.01% 1234
2026
Q1 		$45.3M Buy
1,064,015
+46,471
+5% +$1.87M ﹤0.01% 2203
2025
Q4 		$38.1M Buy
1,017,544
+292,530
+40% +$9.81M ﹤0.01% 2349
2025
Q3 		$21.4M Sell
725,014
-388,307
-35% -$9.03M ﹤0.01% 2820
2025
Q2 		$26.3M Buy
1,113,321
+342,191
+44% +$7.14M ﹤0.01% 2541
2025
Q1 		$13.9M Sell
771,130
-508,442
-40% -$9.98M ﹤0.01% 3046
2024
Q4 		$21.8M Buy
1,279,572
+164,601
+15% +$2.85M ﹤0.01% 2667
2024
Q3 		$16.4M Buy
1,114,971
+44,157
+4% +$553K ﹤0.01% 2992
2024
Q2 		$12.2M Buy
1,070,814
+709,922
+197% +$7.75M ﹤0.01% 3163
2024
Q1 		$3.92M Buy
+360,892
New +$3.61M ﹤0.01% 4106

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

Morgan Stanley's BTSG Position: Q2 2026 in Review

Morgan Stanley increased its BrightSpring Health Services (BTSG) stake by 104% in Q2 2026, buying an estimated $61.3M and bringing the position to 2,167,944 shares worth $151M. The position accounts for 0.01% of the portfolio, ranked #1234.

Morgan Stanley first reported a position in BTSG in Q1 2024 and has held it in 10 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Morgan Stanley held 2,167,944 shares of BrightSpring Health Services worth $151M as of Q2 2026.
  • Morgan Stanley bought 1,103,929 BrightSpring Health Services shares in Q2 2026, an estimated $61.3M.
  • BrightSpring Health Services made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1234 holding.
  • Morgan Stanley first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 10 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.