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SMA Capital’s BrightSpring Health Services BTSG Stock Holding History

SMA Capital’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 		$23.5K Buy
+552
New +$22.2K 0.01% 43

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

SMA Capital's BTSG Position: Q1 2026 in Review

SMA Capital opened a new position in BrightSpring Health Services (BTSG) in Q1 2026: 552 shares worth $23.5K. The stake represents 0.01% of the portfolio and ranks #43 among its holdings.

335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • SMA Capital held 552 shares of BrightSpring Health Services worth $23.5K as of Q1 2026.
  • BrightSpring Health Services was a new SMA Capital position in Q1 2026.
  • BrightSpring Health Services made up 0.01% of SMA Capital's portfolio in Q1 2026, its #43 holding.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on SMA Capital's 13F filing for Q1 2026, filed 14 May 2026.