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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
Q2 		– Sell
-21,129
Closed -$900K – 4408
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 $5.71B 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

NewEdge Advisors's BTSG Position: Q2 2026 in Review

NewEdge Advisors sold out of BrightSpring Health Services (BTSG) in Q2 2026, closing a stake of 21,129 shares — an estimated $900K sold.

NewEdge Advisors first reported a position in BTSG in Q2 2025 and held it in 4 quarters. The position peaked at $1.3M in Q4 2025. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • NewEdge Advisors reported no remaining BrightSpring Health Services position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 21,129 BrightSpring Health Services shares in Q2 2026, an estimated $900K.
  • NewEdge Advisors first reported a position in BrightSpring Health Services in Q2 2025 and held it in 4 quarters.
  • NewEdge Advisors's BrightSpring Health Services position peaked at $1.3M in Q4 2025.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.