Nisa Investment Advisors
BTSG icon

Nisa Investment Advisors’s BrightSpring Health Services BTSG Stock Holding History

Nisa Investment 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 		$334K Buy
4,794
+2,537
+112% +$141K ﹤0.01% 1079
2026
Q1 		$96.2K Buy
2,257
+1,061
+89% +$42.7K ﹤0.01% 1440
2025
Q4 		$44.8K Buy
1,196
+232
+24% +$7.78K ﹤0.01% 1652
2025
Q3 		$28.5K Hold
964
– – ﹤0.01% 1831
2025
Q2 		$22.7K Buy
964
+777
+416% +$16.2K ﹤0.01% 1874
2025
Q1 		$3.38K Sell
187
-47
-20% -$923 ﹤0.01% 2341
2024
Q4 		$3.98K Buy
234
+46
+24% +$795 ﹤0.01% 2328
2024
Q3 		$2.76K Buy
188
+55
+41% +$689 ﹤0.01% 2340
2024
Q2 		$1.51K Buy
+133
New +$1.45K ﹤0.01% 2421

Other funds holding BTSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Nisa Investment Advisors's BTSG Position: Q2 2026 in Review

Nisa Investment Advisors increased its BrightSpring Health Services (BTSG) stake by 112% in Q2 2026, buying an estimated $141K and bringing the position to 4,794 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Nisa Investment Advisors first reported a position in BTSG in Q2 2024 and has held it in 9 quarters since. 195 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Nisa Investment Advisors held 4,794 shares of BrightSpring Health Services worth $334K as of Q2 2026.
  • Nisa Investment Advisors bought 2,537 BrightSpring Health Services shares in Q2 2026, an estimated $141K.
  • BrightSpring Health Services made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1079 holding.
  • Nisa Investment Advisors first reported a position in BrightSpring Health Services in Q2 2024 and has held it in 9 quarters since.
  • 195 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.