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Segall Bryant & Hamill’s BrightSpring Health Services BTSG Stock Holding History

Segall Bryant & Hamill’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 		$2.46M Sell
57,752
-63,522
-52% -$2.56M 0.04% 397
2025
Q4 		$4.54M Sell
121,274
-4,494
-4% -$151K 0.06% 327
2025
Q3 		$3.72M Buy
125,768
+42,840
+52% +$996K 0.05% 341
2025
Q2 		$1.96M Buy
+82,928
New +$1.73M 0.03% 437

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

Segall Bryant & Hamill's BTSG Position: Q1 2026 in Review

Segall Bryant & Hamill reduced its BrightSpring Health Services (BTSG) stake by 52% in Q1 2026, selling an estimated $2.56M and leaving 57,752 shares worth $2.46M. The position accounts for 0.04% of the portfolio, ranked #397.

Segall Bryant & Hamill first reported a position in BTSG in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.54M in Q4 2025. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Segall Bryant & Hamill held 57,752 shares of BrightSpring Health Services worth $2.46M as of Q1 2026.
  • Segall Bryant & Hamill sold 63,522 BrightSpring Health Services shares in Q1 2026, an estimated $2.56M.
  • BrightSpring Health Services made up 0.04% of Segall Bryant & Hamill's portfolio in Q1 2026, its #397 holding.
  • Segall Bryant & Hamill first reported a position in BrightSpring Health Services in Q2 2025 and has held it in 4 quarters since.
  • Segall Bryant & Hamill's BrightSpring Health Services position peaked at $4.54M in Q4 2025.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Segall Bryant & Hamill's 13F filing for Q1 2026, filed 15 May 2026.