AF
SGRY icon

Allworth Financial’s Surgery Partners SGRY Stock Holding History

Allworth Financial’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 		$6.58K Buy
552
+144
+35% +$2.07K ﹤0.01% 3789
2025
Q4 		$6.3K Sell
408
-23
-5% -$423 ﹤0.01% 3569
2025
Q3 		$9.33K Buy
431
+76
+21% +$1.7K ﹤0.01% 3176
2025
Q2 		$7.89K Buy
355
+40
+13% +$889 ﹤0.01% 3009
2025
Q1 		$6.88K Buy
315
+3
+1% +$71 ﹤0.01% 2599
2024
Q4 		$6.35K Buy
312
+151
+94% +$3.96K ﹤0.01% 2645
2024
Q3 		$5.19K Buy
161
+22
+16% +$650 ﹤0.01% 2552
2024
Q2 		$4.04K Buy
139
+129
+1,290% +$3.31K ﹤0.01% 2608
2024
Q1 		$299 Hold
10
– – ﹤0.01% 3396
2023
Q4 		$320 Buy
10
+6
+150% +$174 ﹤0.01% 3227
2023
Q3 		$117 Buy
+4
New +$144 ﹤0.01% 3324
2022
Q2 		– Sell
-3
Closed – – 2764
2022
Q1 		$0 Buy
+3
New +$148 ﹤0.01% 2353

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
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