Wells Fargo
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Wells Fargo’s BrightSpring Health Services BTSG Stock Holding History

Wells Fargo’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 		$25.3M Buy
362,457
+189,350
+109% +$10.5M ﹤0.01% 1461
2026
Q1 		$7.38M Sell
173,107
-32,743
-16% -$1.32M ﹤0.01% 2267
2025
Q4 		$7.71M Buy
205,850
+87,824
+74% +$2.95M ﹤0.01% 2273
2025
Q3 		$3.49M Sell
118,026
-222,031
-65% -$5.16M ﹤0.01% 2873
2025
Q2 		$8.02M Buy
340,057
+275,959
+431% +$5.76M ﹤0.01% 2096
2025
Q1 		$1.16M Buy
64,098
+943
+1% +$18.5K ﹤0.01% 3559
2024
Q4 		$1.08M Buy
63,155
+17,617
+39% +$305K ﹤0.01% 3654
2024
Q3 		$668K Sell
45,538
-1,005
-2% -$12.6K ﹤0.01% 3811
2024
Q2 		$529K Buy
46,543
+8,461
+22% +$92.4K ﹤0.01% 3881
2024
Q1 		$414K Buy
+38,082
New +$381K ﹤0.01% 4021

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

Wells Fargo's BTSG Position: Q2 2026 in Review

Wells Fargo increased its BrightSpring Health Services (BTSG) stake by 109% in Q2 2026, buying an estimated $10.5M and bringing the position to 362,457 shares worth $25.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Wells Fargo first reported a position in BTSG in Q1 2024 and has held it in 10 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Wells Fargo held 362,457 shares of BrightSpring Health Services worth $25.3M as of Q2 2026.
  • Wells Fargo bought 189,350 BrightSpring Health Services shares in Q2 2026, an estimated $10.5M.
  • BrightSpring Health Services made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1461 holding.
  • Wells Fargo first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 10 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.