LORD, ABBETT & CO. LLC BTSGU — BRIGHTSPRING HEALTH SVCS INC

Ownership history in LORD, ABBETT & CO. LLC  ·  2 quarters on record

AI Ownership Summary

LORD, ABBETT & CO. LLC reported BRIGHTSPRING HEALTH SVCS INC (BTSGU) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.06% in 2026 Q2. The latest visible filing shows BTSGU at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BTSGU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LORD, ABBETT & CO. LLC's position in BRIGHTSPRING HEALTH SVCS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BTSGU was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LORD, ABBETT & CO. LLC held BTSGU — position size vs. price
% of Fund (quarterly)    BTSGU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 97,860 -72 -0.1% 0.06% $18K 2026-11-13 $236.03
2026 Q2 INITIATED — — — 97,932 — — 0.06% $23K 2026-08-14 $202.35

FAQ About LORD, ABBETT & CO. LLC and BTSGU

These are the practical questions this page is built to answer before you even open the full history table.

How long has LORD, ABBETT & CO. LLC reported owning BTSGU?

LORD, ABBETT & CO. LLC reported BTSGU across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported BTSGU position in LORD, ABBETT & CO. LLC's portfolio?

The largest reported portfolio weight for BTSGU was 0.06% in 2026 Q2.

What is the latest reported BTSGU position on this page?

The most recent filing on this page is 2026 Q3, when LORD, ABBETT & CO. LLC reported 97,860 shares, equal to 0.06% of portfolio, with an estimated market value of $18K.

What does the chart on this BTSGU ownership page compare?

The chart compares LORD, ABBETT & CO. LLC's quarterly BTSGU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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