SW
BTSG icon

SMART Wealth’s BrightSpring Health Services BTSG Stock Holding History

SMART Wealth’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 		$346K Buy
+8,121
New +$327K 0.1% 150

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

SMART Wealth's BTSG Position: Q1 2026 in Review

SMART Wealth opened a new position in BrightSpring Health Services (BTSG) in Q1 2026: 8,121 shares worth $346K. The stake represents 0.1% of the portfolio and ranks #150 among its holdings.

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

  • SMART Wealth held 8,121 shares of BrightSpring Health Services worth $346K as of Q1 2026.
  • BrightSpring Health Services was a new SMART Wealth position in Q1 2026.
  • BrightSpring Health Services made up 0.1% of SMART Wealth's portfolio in Q1 2026, its #150 holding.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.