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Wealthspire Advisors (New York)’s BrightSpring Health Services BTSG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-19
Closed -$562 – 2963
2025
Q3 		$562 Buy
+19
New +$442 ﹤0.01% 2818

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s BTSG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of BrightSpring Health Services (BTSG) in Q4 2025, closing a stake of 19 shares — an estimated $562 sold.

Wealthspire Advisors (New York) first reported a position in BTSG in Q3 2025 and held it in 1 quarter. The position peaked at $562 in Q3 2025. 285 funds tracked by Wall St. Rank hold BTSG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining BrightSpring Health Services position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 19 BrightSpring Health Services shares in Q4 2025, an estimated $562.
  • Wealthspire Advisors (New York) first reported a position in BrightSpring Health Services in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s BrightSpring Health Services position peaked at $562 in Q3 2025.
  • 285 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.