Advisory Services Network’s Surgery Partners SGRY Stock Holding History

Advisory Services Network’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 Q1	$1.27K	Buy	+107	New	+$1.54K	﹤0.01%	4259
2025 Q4	–	Sell	-116	Closed	-$2.51K	–	3849
2025 Q3	$2.51K	Buy	+116	New	+$2.59K	﹤0.01%	3744
2024 Q1	–	Sell	-100	Closed	-$3.2K	–	3294
2023 Q4	$3.2K	Buy	+100	New	+$2.9K	﹤0.01%	3262
2023 Q2	–	Sell	-4,235	Closed	-$146K	–	3297
2023 Q1	$146K	Buy	4,235 +4,130	+3,933%	+$134K	﹤0.01%	1456
2022 Q4	$2.92K	Buy	+105	New	+$2.78K	﹤0.01%	3294
2021 Q3	–	Sell	-3,407	Closed	-$227K	–	2930
2021 Q2	$227K	Buy	+3,407	New	+$185K	0.01%	1204
2021 Q1	–	Sell	-100	Closed	-$3K	–	2683
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	2917
2020 Q3	$2K	Buy	+100	New	+$1.78K	﹤0.01%	3184
2018 Q2	–	Sell	-5,096	Closed	-$87K	–	2667
2018 Q1	$87K	Buy	+5,096	New	+$79.4K	0.01%	1084

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Advisory Services Network's SGRY Position: Q1 2026 in Review

Advisory Services Network opened a new position in Surgery Partners (SGRY) in Q1 2026: 107 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #4259 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in SGRY as recently as Q3 2025.

Advisory Services Network first reported a position in SGRY in Q1 2018 and has held it in 9 quarters since. The position peaked at $227K in Q2 2021. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

Advisory Services Network held 107 shares of Surgery Partners worth $1.27K as of Q1 2026.
Surgery Partners was a new Advisory Services Network position in Q1 2026.
Surgery Partners made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4259 holding.
Advisory Services Network first reported a position in Surgery Partners in Q1 2018 and has held it in 9 quarters since.
Advisory Services Network's Surgery Partners position peaked at $227K in Q2 2021.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.