William Blair & Company
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William Blair & Company’s BrightSpring Health Services BTSG Stock Holding History

William Blair & Company’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 		– Sell
-7,000
Closed -$262K – 2011
2025
Q4 		$262K Buy
+7,000
New +$235K ﹤0.01% 1356

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

William Blair & Company's BTSG Position: Q1 2026 in Review

William Blair & Company sold out of BrightSpring Health Services (BTSG) in Q1 2026, closing a stake of 7,000 shares — an estimated $262K sold.

William Blair & Company first reported a position in BTSG in Q4 2025 and held it in 1 quarter. The position peaked at $262K in Q4 2025. 336 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • William Blair & Company reported no remaining BrightSpring Health Services position as of Q1 2026 after selling out during the quarter.
  • William Blair & Company sold 7,000 BrightSpring Health Services shares in Q1 2026, an estimated $262K.
  • William Blair & Company first reported a position in BrightSpring Health Services in Q4 2025 and held it in 1 quarter.
  • William Blair & Company's BrightSpring Health Services position peaked at $262K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.