Simplex Trading
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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
Q2 		$2.1M Buy
30,100
+23,500
+356% +$1.3M ﹤0.01% 1997
2026
Q1 		$281K Buy
+6,600
New +$266K ﹤0.01% 3892
2025
Q4 		– Sell
-3,000
Closed -$88K – 10329
2025
Q3 		$88K Sell
3,000
-300
-9% -$6.97K ﹤0.01% 5907
2025
Q2 		$77K Buy
3,300
+2,300
+230% +$48K ﹤0.01% 5492
2025
Q1 		$18K Buy
1,000
+200
+25% +$3.93K ﹤0.01% 6685
2024
Q4 		$13K Buy
800
+200
+33% +$3.46K ﹤0.01% 7039
2024
Q3 		$8K Sell
600
-300
-33% -$3.76K ﹤0.01% 7381
2024
Q2 		$10K Buy
900
+100
+13% +$1.09K ﹤0.01% 7462
2024
Q1 		$8K Buy
+800
New +$8K ﹤0.01% 7790

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

Simplex Trading's BTSG Position: Q2 2026 in Review

Simplex Trading sold out of BrightSpring Health Services (BTSG) in Q2 2026, closing a stake of 10,313 shares — an estimated $573K sold.

Simplex Trading first reported a position in BTSG in Q1 2024 and held it in 7 quarters. The position peaked at $1.41M in Q3 2025. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Simplex Trading reported no remaining BrightSpring Health Services position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 10,313 BrightSpring Health Services shares in Q2 2026, an estimated $573K.
  • Simplex Trading first reported a position in BrightSpring Health Services in Q1 2024 and held it in 7 quarters.
  • Simplex Trading's BrightSpring Health Services position peaked at $1.41M in Q3 2025.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.