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 Q2	–	Sell	-107	Closed	-$1.27K	–	4220
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 $4.82B AUM 35.43% 1-Year Est. Return

Jupiter Topco New York $245B AUM

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

KSCM

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Advisory Services Network's SGRY Position: Q2 2026 in Review

Advisory Services Network sold out of Surgery Partners (SGRY) in Q2 2026, closing a stake of 107 shares — an estimated $1.27K sold.

Advisory Services Network first reported a position in SGRY in Q1 2018 and held it in 9 quarters. The position peaked at $227K in Q2 2021. 188 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Advisory Services Network reported no remaining Surgery Partners position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 107 Surgery Partners shares in Q2 2026, an estimated $1.27K.
Advisory Services Network first reported a position in Surgery Partners in Q1 2018 and held it in 9 quarters.
Advisory Services Network's Surgery Partners position peaked at $227K in Q2 2021.
188 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.