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 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 $5.35B AUM 63.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley's BTSG Position: Q1 2026 in Review

Morgan Stanley increased its BrightSpring Health Services (BTSG) stake by 4.6% in Q1 2026, buying an estimated $1.87M and bringing the position to 1,064,015 shares worth $45.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Morgan Stanley first reported a position in BTSG in Q1 2024 and has held it in 9 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

Morgan Stanley held 1,064,015 shares of BrightSpring Health Services worth $45.3M as of Q1 2026.
Morgan Stanley bought 46,471 BrightSpring Health Services shares in Q1 2026, an estimated $1.87M.
BrightSpring Health Services made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2203 holding.
Morgan Stanley first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 9 quarters since.
335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.