Morgan Stanley’s BrightSpring Health Services Unit BTSGU Stock Holding History

Morgan Stanley’s Portfolio BTSGU Stock Details BTSGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$133K	Sell	935 -20,000	-96%	-$2.7M	﹤0.01%	6044
2025 Q4	$2.64M	Sell	20,935 -14,000	-40%	-$1.59M	﹤0.01%	4615
2025 Q3	$3.53M	Sell	34,935 -125,339	-78%	-$10.2M	﹤0.01%	4412
2025 Q2	$13.2M	Buy	160,274 +117,386	+274%	+$8.68M	﹤0.01%	3179
2025 Q1	$2.79M	Sell	42,888 -102,321	-70%	-$7.24M	﹤0.01%	4392
2024 Q4	$9.09M	Buy	145,209 +25,720	+22%	+$1.65M	﹤0.01%	3483
2024 Q3	$6.66M	Sell	119,489 -24,684	-17%	-$1.22M	﹤0.01%	3731
2024 Q2	$6.79M	Sell	144,173 -433,769	-75%	-$19.3M	﹤0.01%	3645
2024 Q1	$25.6M	Buy	+577,942	New	+$24.1M	﹤0.01%	2421

Other funds holding BTSGU

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

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

Morgan Stanley's BTSGU Position: Q1 2026 in Review

Morgan Stanley reduced its BrightSpring Health Services Unit (BTSGU) stake by 96% in Q1 2026, selling an estimated $2.7M and leaving 935 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #6044.

Morgan Stanley first reported a position in BTSGU in Q1 2024 and has held it in 9 quarters since. The position peaked at $25.6M in Q1 2024. 30 funds tracked by Wall St. Rank hold BTSGU as of Q1 2026.

Morgan Stanley held 935 shares of BrightSpring Health Services Unit worth $133K as of Q1 2026.
Morgan Stanley sold 20,000 BrightSpring Health Services Unit shares in Q1 2026, an estimated $2.7M.
BrightSpring Health Services Unit made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6044 holding.
Morgan Stanley first reported a position in BrightSpring Health Services Unit in Q1 2024 and has held it in 9 quarters since.
Morgan Stanley's BrightSpring Health Services Unit position peaked at $25.6M in Q1 2024.
30 funds tracked by Wall St. Rank held BrightSpring Health Services Unit as of Q1 2026.

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