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Taproot Management’s BrightSpring Health Services BTSG Stock Holding History

Taproot 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
Q2 		– Sell
-44,411
Closed -$1.89M – 174
2026
Q1 		$1.89M Sell
44,411
-85,828
-66% -$3.46M 0.36% 108
2025
Q4 		$4.88M Buy
+130,239
New +$4.37M 0.79% 55

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

Taproot Management's BTSG Position: Q2 2026 in Review

Taproot Management sold out of BrightSpring Health Services (BTSG) in Q2 2026, closing a stake of 44,411 shares — an estimated $1.89M sold.

Taproot Management first reported a position in BTSG in Q4 2025 and held it in 2 quarters. The position peaked at $4.88M in Q4 2025. 420 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Taproot Management reported no remaining BrightSpring Health Services position as of Q2 2026 after selling out during the quarter.
  • Taproot Management sold 44,411 BrightSpring Health Services shares in Q2 2026, an estimated $1.89M.
  • Taproot Management first reported a position in BrightSpring Health Services in Q4 2025 and held it in 2 quarters.
  • Taproot Management's BrightSpring Health Services position peaked at $4.88M in Q4 2025.
  • 420 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Taproot Management's 13F filing for Q2 2026.