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Vise Technologies’s BrightSpring Health Services BTSG Stock Holding History

Vise Technologies’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 		$392K Hold
10,457
– – 0.01% 1010
2025
Q4 		$392K Buy
10,457
+1,230
+13% +$41.3K 0.01% 1016
2025
Q3 		$273K Buy
+9,227
New +$214K 0.01% 948

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

Vise Technologies's BTSG Position: Q1 2026 in Review

Vise Technologies held its BrightSpring Health Services (BTSG) position steady in Q1 2026 at 10,457 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #1010.

Vise Technologies first reported a position in BTSG in Q3 2025 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Vise Technologies held 10,457 shares of BrightSpring Health Services worth $392K as of Q1 2026.
  • Vise Technologies left its BrightSpring Health Services share count unchanged in Q1 2026.
  • BrightSpring Health Services made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #1010 holding.
  • Vise Technologies first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.