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NewEdge Advisors’s BrightSpring Health Services BTSG Stock Holding History

NewEdge Advisors’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 		$900K Sell
21,129
-13,465
-39% -$542K ﹤0.01% 1561
2025
Q4 		$1.3M Sell
34,594
-5,174
-13% -$174K ﹤0.01% 1331
2025
Q3 		$1.18M Buy
39,768
+2,674
+7% +$62.2K 0.01% 1309
2025
Q2 		$875K Buy
+37,094
New +$774K ﹤0.01% 1366

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

NewEdge Advisors's BTSG Position: Q1 2026 in Review

NewEdge Advisors reduced its BrightSpring Health Services (BTSG) stake by 39% in Q1 2026, selling an estimated $542K and leaving 21,129 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

NewEdge Advisors first reported a position in BTSG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.3M in Q4 2025. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • NewEdge Advisors held 21,129 shares of BrightSpring Health Services worth $900K as of Q1 2026.
  • NewEdge Advisors sold 13,465 BrightSpring Health Services shares in Q1 2026, an estimated $542K.
  • BrightSpring Health Services made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1561 holding.
  • NewEdge Advisors first reported a position in BrightSpring Health Services in Q2 2025 and has held it in 4 quarters since.
  • NewEdge Advisors's BrightSpring Health Services position peaked at $1.3M in Q4 2025.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.