PCM
BTSG icon

Prelude Capital Management’s BrightSpring Health Services BTSG Stock Holding History

Prelude Capital Management’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 		$375K Buy
+8,797
New +$354K 0.03% 621
2025
Q4 		– Sell
-13,042
Closed -$386K – 1599
2025
Q3 		$386K Buy
+13,042
New +$303K 0.03% 602

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

Prelude Capital Management's BTSG Position: Q1 2026 in Review

Prelude Capital Management opened a new position in BrightSpring Health Services (BTSG) in Q1 2026: 8,797 shares worth $375K. The stake represents 0.03% of the portfolio and ranks #621 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in BTSG as recently as Q3 2025.

Prelude Capital Management first reported a position in BTSG in Q3 2025 and has held it in 2 quarters since. The position peaked at $386K in Q3 2025. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Prelude Capital Management held 8,797 shares of BrightSpring Health Services worth $375K as of Q1 2026.
  • BrightSpring Health Services was a new Prelude Capital Management position in Q1 2026.
  • BrightSpring Health Services made up 0.03% of Prelude Capital Management's portfolio in Q1 2026, its #621 holding.
  • Prelude Capital Management first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 2 quarters since.
  • Prelude Capital Management's BrightSpring Health Services position peaked at $386K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.