Rockefeller Capital Management
BTSG icon

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

Rockefeller 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
Q2 		$187K Buy
2,678
+1,936
+261% +$108K ﹤0.01% 2634
2026
Q1 		$31.6K Buy
742
+54
+8% +$2.17K ﹤0.01% 3491
2025
Q4 		$25.8K Buy
688
+195
+40% +$6.54K ﹤0.01% 3394
2025
Q3 		$14.6K Buy
+493
New +$11.5K ﹤0.01% 3495

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

Rockefeller Capital Management's BTSG Position: Q2 2026 in Review

Rockefeller Capital Management increased its BrightSpring Health Services (BTSG) stake by 261% in Q2 2026, buying an estimated $108K and bringing the position to 2,678 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

Rockefeller Capital Management first reported a position in BTSG in Q3 2025 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Rockefeller Capital Management held 2,678 shares of BrightSpring Health Services worth $187K as of Q2 2026.
  • Rockefeller Capital Management bought 1,936 BrightSpring Health Services shares in Q2 2026, an estimated $108K.
  • BrightSpring Health Services made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2634 holding.
  • Rockefeller Capital Management first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 4 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.