Wolverine Asset Management’s BrightSpring Health Services Unit BTSGU Stock Holding History

Wolverine Asset Management’s Portfolio BTSGU Stock Details BTSGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.5M	Sell	54,193 -287,769	-84%	-$52.8M	0.11%	155
2026 Q1	$48.7M	Sell	341,962 -174,249	-34%	-$23.5M	0.47%	53
2025 Q4	$65.3M	Sell	516,211 -38,774	-7%	-$4.4M	0.51%	46
2025 Q3	$56.2M	Buy	554,985 +119,322	+27%	+$9.74M	0.42%	58
2025 Q2	$36M	Buy	435,663 +209,297	+92%	+$15.5M	0.33%	77
2025 Q1	$14.9M	Buy	226,366 +17,388	+8%	+$1.23M	0.18%	136
2024 Q4	$13.1M	Buy	208,978 +25,368	+14%	+$1.63M	0.13%	174
2024 Q3	$10.3M	Sell	183,610 -2,356	-1%	-$116K	0.11%	194
2024 Q2	$8.54M	Buy	185,966 +14,943	+9%	+$664K	0.1%	212
2024 Q1	$7.62M	Buy	+171,023	New	+$7.13M	0.09%	229

Other funds holding BTSGU

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SIM

SSI Investment Management Los Angeles, California $1.72B AUM 7.09% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Wolverine Asset Management's BTSGU Position: Q2 2026 in Review

Wolverine Asset Management reduced its BrightSpring Health Services Unit (BTSGU) stake by 84% in Q2 2026, selling an estimated $52.8M and leaving 54,193 shares worth $12.5M. The position accounts for 0.11% of the portfolio, ranked #155.

Wolverine Asset Management first reported a position in BTSGU in Q1 2024 and has held it in 10 quarters since. The position peaked at $65.3M in Q4 2025. 28 funds tracked by Wall St. Rank hold BTSGU as of Q2 2026.

Wolverine Asset Management held 54,193 shares of BrightSpring Health Services Unit worth $12.5M as of Q2 2026.
Wolverine Asset Management sold 287,769 BrightSpring Health Services Unit shares in Q2 2026, an estimated $52.8M.
BrightSpring Health Services Unit made up 0.11% of Wolverine Asset Management's portfolio in Q2 2026, its #155 holding.
Wolverine Asset Management first reported a position in BrightSpring Health Services Unit in Q1 2024 and has held it in 10 quarters since.
Wolverine Asset Management's BrightSpring Health Services Unit position peaked at $65.3M in Q4 2025.
28 funds tracked by Wall St. Rank held BrightSpring Health Services Unit as of Q2 2026.

Based on Wolverine Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.