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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
Q2 		$994K Buy
14,247
+3,790
+36% +$210K 0.01% 800
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 $5.71B 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

Vise Technologies's BTSG Position: Q2 2026 in Review

Vise Technologies increased its BrightSpring Health Services (BTSG) stake by 36% in Q2 2026, buying an estimated $210K and bringing the position to 14,247 shares worth $994K. The position accounts for 0.01% of the portfolio, ranked #800.

Vise Technologies first reported a position in BTSG in Q3 2025 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Vise Technologies held 14,247 shares of BrightSpring Health Services worth $994K as of Q2 2026.
  • Vise Technologies bought 3,790 BrightSpring Health Services shares in Q2 2026, an estimated $210K.
  • BrightSpring Health Services made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #800 holding.
  • Vise Technologies first reported a position in BrightSpring Health Services in Q3 2025 and has held it in 4 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.