Abel Hall LLC
SGRY icon

Abel Hall LLC’s Surgery Partners SGRY Stock Holding History

Abel Hall LLC’s Portfolio SGRY Stock Details SGRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-10,315
Closed -$173K – 1017
2026
Q2 		$173K Buy
+10,315
New +$145K 0.03% 768

Other funds holding SGRY

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Tranquility Partners
Tranquility Partners Brentwood, Tennessee $288M AUM 15.4% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Walled Lake Planning & Wealth Management
Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Abel Hall LLC's SGRY Position: Q3 2026 in Review

Abel Hall LLC sold out of Surgery Partners (SGRY) in Q3 2026, closing a stake of 10,315 shares — an estimated $173K sold.

Abel Hall LLC first reported a position in SGRY in Q2 2026 and held it in 1 quarter. The position peaked at $173K in Q2 2026. 35 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

  • Abel Hall LLC reported no remaining Surgery Partners position as of Q3 2026 after selling out during the quarter.
  • Abel Hall LLC sold 10,315 Surgery Partners shares in Q3 2026, an estimated $173K.
  • Abel Hall LLC first reported a position in Surgery Partners in Q2 2026 and held it in 1 quarter.
  • Abel Hall LLC's Surgery Partners position peaked at $173K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.