Simplex Trading’s BrightSpring Health Services BTSG Stock Holding History

Simplex Trading’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	$439K	Buy	+10,313	New	+$415K	﹤0.01%	3422
2025 Q4	–	Sell	-47,812	Closed	-$1.41M	–	10330
2025 Q3	$1.41M	Buy	47,812 +45,673	+2,135%	+$1.06M	﹤0.01%	2690
2025 Q2	$50K	Sell	2,139 -6,369	-75%	-$133K	﹤0.01%	5925
2025 Q1	$153K	Buy	8,508 +8,074	+1,860%	+$159K	﹤0.01%	4611
2024 Q4	$7K	Buy	434 +383	+751%	+$6.62K	﹤0.01%	7463
2024 Q3	$0	Buy	+51	New	+$639	﹤0.01%	9757
2024 Q2	–	Sell	-176	Closed	-$1.92K	–	10010
2024 Q1	$1K	Buy	+176	New	+$1.76K	﹤0.01%	8678

Other funds holding BTSG

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Simplex Trading's BTSG Position: Q1 2026 in Review

Simplex Trading opened a new position in BrightSpring Health Services (BTSG) in Q1 2026: 10,313 shares worth $439K. The stake represents ﹤0.01% of the portfolio and ranks #3422 among its holdings. This is a return to the name: Simplex Trading previously reported a position in BTSG as recently as Q3 2025.

Simplex Trading first reported a position in BTSG in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q3 2025. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

Simplex Trading held 10,313 shares of BrightSpring Health Services worth $439K as of Q1 2026.
BrightSpring Health Services was a new Simplex Trading position in Q1 2026.
BrightSpring Health Services made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #3422 holding.
Simplex Trading first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 7 quarters since.
Simplex Trading's BrightSpring Health Services position peaked at $1.41M in Q3 2025.
335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.