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Sterling Capital Management’s BrightSpring Health Services BTSG Stock Holding History

Sterling Capital Management’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 		$954K Sell
22,391
-35,472
-61% -$1.43M 0.02% 518
2025
Q4 		$2.17M Sell
57,863
-23,570
-29% -$790K 0.04% 371
2025
Q3 		$2.41M Buy
81,433
+12,901
+19% +$300K 0.04% 328
2025
Q2 		$1.62M Buy
68,532
+149
+0.2% +$3.11K 0.02% 462
2025
Q1 		$1.24M Sell
68,383
-19,526
-22% -$383K 0.02% 536
2024
Q4 		$1.5M Sell
87,909
-22,899
-21% -$396K 0.02% 514
2024
Q3 		$1.63M Buy
+110,808
New +$1.39M 0.02% 432

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

Sterling Capital Management's BTSG Position: Q1 2026 in Review

Sterling Capital Management reduced its BrightSpring Health Services (BTSG) stake by 61% in Q1 2026, selling an estimated $1.43M and leaving 22,391 shares worth $954K. The position accounts for 0.02% of the portfolio, ranked #518.

Sterling Capital Management first reported a position in BTSG in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.41M in Q3 2025. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Sterling Capital Management held 22,391 shares of BrightSpring Health Services worth $954K as of Q1 2026.
  • Sterling Capital Management sold 35,472 BrightSpring Health Services shares in Q1 2026, an estimated $1.43M.
  • BrightSpring Health Services made up 0.02% of Sterling Capital Management's portfolio in Q1 2026, its #518 holding.
  • Sterling Capital Management first reported a position in BrightSpring Health Services in Q3 2024 and has held it in 7 quarters since.
  • Sterling Capital Management's BrightSpring Health Services position peaked at $2.41M in Q3 2025.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.