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PFM Health Sciences’s BrightSpring Health Services BTSG Stock Holding History

PFM Health Sciences’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 		$7.98M Buy
187,335
+68,810
+58% +$2.77M 0.73% 46
2025
Q4 		$4.44M Buy
+118,525
New +$3.98M 0.44% 55

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

PFM Health Sciences's BTSG Position: Q1 2026 in Review

PFM Health Sciences increased its BrightSpring Health Services (BTSG) stake by 58% in Q1 2026, buying an estimated $2.77M and bringing the position to 187,335 shares worth $7.98M. The position accounts for 0.73% of the portfolio, ranked #46.

PFM Health Sciences first reported a position in BTSG in Q4 2025 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • PFM Health Sciences held 187,335 shares of BrightSpring Health Services worth $7.98M as of Q1 2026.
  • PFM Health Sciences bought 68,810 BrightSpring Health Services shares in Q1 2026, an estimated $2.77M.
  • BrightSpring Health Services made up 0.73% of PFM Health Sciences's portfolio in Q1 2026, its #46 holding.
  • PFM Health Sciences first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on PFM Health Sciences's 13F filing for Q1 2026, filed 15 May 2026.