AllianceBernstein’s Surgery Partners SGRY Stock Holding History

AllianceBernstein’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	$1.36M	Hold	87,808	–	–	﹤0.01%	2204
2025 Q4	$1.36M	Buy	87,808 +5,300	+6%	+$97.4K	﹤0.01%	2211
2025 Q3	$1.79M	Hold	82,508	–	–	﹤0.01%	2067
2025 Q2	$1.83M	Sell	82,508 -10,800	-12%	-$240K	﹤0.01%	1981
2025 Q1	$2.22M	Hold	93,308	–	–	﹤0.01%	1835
2024 Q4	$1.98M	Hold	93,308	–	–	﹤0.01%	1963
2024 Q3	$3.01M	Buy	93,308 +3,210	+4%	+$94.8K	﹤0.01%	1757
2024 Q2	$2.14M	Buy	90,098 +4,170	+5%	+$107K	﹤0.01%	1916
2024 Q1	$2.56M	Sell	85,928 -113,651	-57%	-$3.56M	﹤0.01%	1787
2023 Q4	$6.38M	Buy	199,579 +35,020	+21%	+$1.02M	﹤0.01%	1382
2023 Q3	$4.81M	Sell	164,559 -44,109	-21%	-$1.59M	﹤0.01%	1446
2023 Q2	$9.39M	Buy	208,668 +94,014	+82%	+$3.59M	﹤0.01%	1154
2023 Q1	$3.95M	Buy	114,654 +68,656	+149%	+$2.23M	﹤0.01%	1495
2022 Q4	$1.28M	Hold	45,998	–	–	﹤0.01%	2158
2022 Q3	$1.08M	Buy	45,998 +1,300	+3%	+$41.5K	﹤0.01%	2248
2022 Q2	$1.29M	Buy	44,698 +6,200	+16%	+$271K	﹤0.01%	2202
2022 Q1	$2.12M	Buy	38,498 +1,398	+4%	+$69.1K	﹤0.01%	2057
2021 Q4	$1.98M	Buy	37,100 +500	+1%	+$23.2K	﹤0.01%	2155
2021 Q3	$1.55M	Hold	36,600	–	–	﹤0.01%	2299
2021 Q2	$2.44M	Sell	36,600 -2,500	-6%	-$136K	﹤0.01%	2070
2021 Q1	$1.73M	Buy	39,100 +6,200	+19%	+$230K	﹤0.01%	2178
2020 Q4	$954K	Sell	32,900 -5,800	-15%	-$144K	﹤0.01%	2313
2020 Q3	$848K	Sell	38,700 -18,100	-32%	-$322K	﹤0.01%	2258
2020 Q2	$657K	Sell	56,800 -1,600	-3%	-$17.5K	﹤0.01%	2438
2020 Q1	$381K	Hold	58,400	–	–	﹤0.01%	2491
2019 Q4	$914K	Hold	58,400	–	–	﹤0.01%	2314
2019 Q3	$431K	Buy	58,400 +6,800	+13%	+$48.7K	﹤0.01%	2626
2019 Q2	$420K	Buy	51,600 +13,700	+36%	+$137K	﹤0.01%	2689
2019 Q1	$428K	Hold	37,900	–	–	﹤0.01%	2586
2018 Q4	$371K	Hold	37,900	–	–	﹤0.01%	2610
2018 Q3	$625K	Hold	37,900	–	–	﹤0.01%	2537
2018 Q2	$565K	Buy	37,900 +2,400	+7%	+$40.2K	﹤0.01%	2569
2018 Q1	$609K	Buy	35,500 +3,700	+12%	+$57.6K	﹤0.01%	2460
2017 Q4	$385K	Buy	31,800 +3,400	+12%	+$32.5K	﹤0.01%	2620
2017 Q3	$294K	Hold	28,400	–	–	﹤0.01%	2779
2017 Q2	$646K	Buy	28,400 +300	+1%	+$6.17K	﹤0.01%	2504
2017 Q1	$548K	Hold	28,100	–	–	﹤0.01%	2505
2016 Q4	$445K	Hold	28,100	–	–	﹤0.01%	2602
2016 Q3	$569K	Buy	28,100 +1,100	+4%	+$20.2K	﹤0.01%	2486
2016 Q2	$483K	Buy	+27,000	New	+$402K	﹤0.01%	2533

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

AllianceBernstein's SGRY Position: Q1 2026 in Review

AllianceBernstein held its Surgery Partners (SGRY) position steady in Q1 2026 at 87,808 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2204.

AllianceBernstein first reported a position in SGRY in Q2 2016 and has held it in 40 quarters since. The position peaked at $9.39M in Q2 2023. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

AllianceBernstein held 87,808 shares of Surgery Partners worth $1.36M as of Q1 2026.
AllianceBernstein left its Surgery Partners share count unchanged in Q1 2026.
Surgery Partners made up ﹤0.01% of AllianceBernstein's portfolio in Q1 2026, its #2204 holding.
AllianceBernstein first reported a position in Surgery Partners in Q2 2016 and has held it in 40 quarters since.
AllianceBernstein's Surgery Partners position peaked at $9.39M in Q2 2023.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on AllianceBernstein's 13F filing for Q1 2026, filed 15 May 2026.