RFP
BTSG icon

Root Financial Partners’s BrightSpring Health Services BTSG Stock Holding History

Root Financial Partners’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 		$16.5K Buy
387
+91
+31% +$3.67K ﹤0.01% 1433
2025
Q4 		$11.1K Buy
296
+109
+58% +$3.66K ﹤0.01% 1458
2025
Q3 		$5.53K Buy
+187
New +$4.35K ﹤0.01% 1687

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

Root Financial Partners's BTSG Position: Q1 2026 in Review

Root Financial Partners increased its BrightSpring Health Services (BTSG) stake by 31% in Q1 2026, buying an estimated $3.67K and bringing the position to 387 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Root Financial Partners first reported a position in BTSG in Q3 2025 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Root Financial Partners held 387 shares of BrightSpring Health Services worth $16.5K as of Q1 2026.
  • Root Financial Partners bought 91 BrightSpring Health Services shares in Q1 2026, an estimated $3.67K.
  • BrightSpring Health Services made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1433 holding.
  • Root Financial Partners first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.