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Morningstar Investment Management’s BrightSpring Health Services Unit BTSGU Stock Holding History

Morningstar Investment Management’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
2025
Q4 		– Sell
-8,198
Closed -$829K – 478
2025
Q3 		$829K Buy
+8,198
New +$669K 0.03% 376

Other funds holding BTSGU

VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.72B AUM 7.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morningstar Investment Management's BTSGU Position: Q4 2025 in Review

Morningstar Investment Management sold out of BrightSpring Health Services Unit (BTSGU) in Q4 2025, closing a stake of 8,198 shares — an estimated $829K sold.

Morningstar Investment Management first reported a position in BTSGU in Q3 2025 and held it in 1 quarter. The position peaked at $829K in Q3 2025. 25 funds tracked by Wall St. Rank hold BTSGU as of Q4 2025.

  • Morningstar Investment Management reported no remaining BrightSpring Health Services Unit position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 8,198 BrightSpring Health Services Unit shares in Q4 2025, an estimated $829K.
  • Morningstar Investment Management first reported a position in BrightSpring Health Services Unit in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's BrightSpring Health Services Unit position peaked at $829K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held BrightSpring Health Services Unit as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.