Zurich Cantonal Bank’s BrightSpring Health Services BTSG Stock Holding History

Zurich Cantonal Bank’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	$77M	Buy	1,104,701 +1,058,064	+2,269%	+$58.8M	0.15%	114
2026 Q1	$1.99M	Buy	46,637 +22,762	+95%	+$917K	﹤0.01%	1054
2025 Q4	$894K	Buy	23,875 +2,000	+9%	+$67.1K	﹤0.01%	1410
2025 Q3	$647K	Buy	21,875 +7,100	+48%	+$165K	﹤0.01%	1587
2025 Q2	$349K	Sell	14,775 -11,306	-43%	-$236K	﹤0.01%	1876
2025 Q1	$472K	Buy	26,081 +3,400	+15%	+$66.8K	﹤0.01%	1635
2024 Q4	$386K	Buy	22,681 +11,606	+105%	+$201K	﹤0.01%	1782
2024 Q3	$163K	Hold	11,075	–	–	﹤0.01%	2223
2024 Q2	$126K	Buy	+11,075	New	+$121K	﹤0.01%	2276

Other funds holding BTSG

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zurich Cantonal Bank's BTSG Position: Q2 2026 in Review

Zurich Cantonal Bank increased its BrightSpring Health Services (BTSG) stake by 2,269% in Q2 2026, buying an estimated $58.8M and bringing the position to 1,104,701 shares worth $77M. The position accounts for 0.15% of the portfolio, ranked #114.

Zurich Cantonal Bank first reported a position in BTSG in Q2 2024 and has held it in 9 quarters since. 421 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

Zurich Cantonal Bank held 1,104,701 shares of BrightSpring Health Services worth $77M as of Q2 2026.
Zurich Cantonal Bank bought 1,058,064 BrightSpring Health Services shares in Q2 2026, an estimated $58.8M.
BrightSpring Health Services made up 0.15% of Zurich Cantonal Bank's portfolio in Q2 2026, its #114 holding.
Zurich Cantonal Bank first reported a position in BrightSpring Health Services in Q2 2024 and has held it in 9 quarters since.
421 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.