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Salomon & Ludwin’s BrightSpring Health Services BTSG Stock Holding History

Salomon & Ludwin’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 		$34.4K Buy
798
+27
+4% +$1.09K ﹤0.01% 699
2025
Q4 		$30.3K Buy
+771
New +$25.9K ﹤0.01% 608

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

Salomon & Ludwin's BTSG Position: Q1 2026 in Review

Salomon & Ludwin increased its BrightSpring Health Services (BTSG) stake by 3.5% in Q1 2026, buying an estimated $1.09K and bringing the position to 798 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Salomon & Ludwin 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.

  • Salomon & Ludwin held 798 shares of BrightSpring Health Services worth $34.4K as of Q1 2026.
  • Salomon & Ludwin bought 27 BrightSpring Health Services shares in Q1 2026, an estimated $1.09K.
  • BrightSpring Health Services made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #699 holding.
  • Salomon & Ludwin 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 Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.