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SGRY icon

AlphaQuest’s Surgery Partners SGRY Stock Holding History

AlphaQuest’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 		– Sell
-499
Closed -$7.71K – 1735
2025
Q4 		$7.71K Sell
499
-714
-59% -$13.1K ﹤0.01% 2166
2025
Q3 		$26.2K Sell
1,213
-844
-41% -$18.8K ﹤0.01% 2052
2025
Q2 		$45.7K Buy
2,057
+999
+94% +$22.2K ﹤0.01% 1646
2025
Q1 		$25.1K Buy
1,058
+559
+112% +$13.2K ﹤0.01% 1669
2024
Q4 		$10.6K Buy
+499
New +$13.1K ﹤0.01% 1468
2024
Q2 		– Sell
-8,965
Closed -$267K – 1858
2024
Q1 		$267K Buy
+8,965
New +$280K 0.05% 558

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AlphaQuest's SGRY Position: Q1 2026 in Review

AlphaQuest sold out of Surgery Partners (SGRY) in Q1 2026, closing a stake of 499 shares — an estimated $7.71K sold.

AlphaQuest first reported a position in SGRY in Q1 2024 and held it in 6 quarters. The position peaked at $267K in Q1 2024. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • AlphaQuest reported no remaining Surgery Partners position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 499 Surgery Partners shares in Q1 2026, an estimated $7.71K.
  • AlphaQuest first reported a position in Surgery Partners in Q1 2024 and held it in 6 quarters.
  • AlphaQuest's Surgery Partners position peaked at $267K in Q1 2024.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.