Ameriprise’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-99,525
| Closed | -$2.15M | – | 4203 |
|
|
2025
Q3 | $2.15M | Sell |
99,525
-218
| -0.2% | -$4.86K | ﹤0.01% | 2967 |
|
|
2025
Q2 | $2.22M | Buy |
99,743
+86,626
| +660% | +$1.93M | ﹤0.01% | 2897 |
|
|
2025
Q1 | $312K | Sell |
13,117
-13,453
| -51% | -$318K | ﹤0.01% | 3663 |
|
|
2024
Q4 | $562K | Sell |
26,570
-1,130,618
| -98% | -$29.7M | ﹤0.01% | 3486 |
|
|
2024
Q3 | $37.3M | Buy |
1,157,188
+713,818
| +161% | +$21.1M | 0.01% | 987 |
|
|
2024
Q2 | $10.5M | Buy |
443,370
+435,984
| +5,903% | +$11.2M | ﹤0.01% | 1698 |
|
|
2024
Q1 | $220K | Buy |
+7,386
| New | +$231K | ﹤0.01% | 3664 |
|
|
2023
Q4 | – | Sell |
-48,480
| Closed | -$1.42M | – | 3973 |
|
|
2023
Q3 | $1.42M | Buy |
48,480
+39,295
| +428% | +$1.41M | ﹤0.01% | 2988 |
|
|
2023
Q2 | $413K | Hold |
9,185
| – | – | ﹤0.01% | 3506 |
|
|
2023
Q1 | $317K | Sell |
9,185
-52
| -0.6% | -$1.69K | ﹤0.01% | 3598 |
|
|
2022
Q4 | $257K | Buy |
+9,237
| New | +$245K | ﹤0.01% | 3642 |
|
|
2022
Q2 | – | Sell |
-5,013
| Closed | -$276K | – | 3979 |
|
|
2022
Q1 | $276K | Sell |
5,013
-987
| -16% | -$48.8K | ﹤0.01% | 3671 |
|
|
2021
Q4 | $320K | Buy |
6,000
+25
| +0.4% | +$1.16K | ﹤0.01% | 3648 |
|
|
2021
Q3 | $253K | Buy |
+5,975
| New | +$305K | ﹤0.01% | 3639 |
|
|
2021
Q1 | – | Sell |
-29,014
| Closed | -$842K | – | 3893 |
|
|
2020
Q4 | $842K | Sell |
29,014
-51,884
| -64% | -$1.29M | ﹤0.01% | 3163 |
|
|
2020
Q3 | $1.77M | Sell |
80,898
-1,331
| -2% | -$23.7K | ﹤0.01% | 2729 |
|
|
2020
Q2 | $952K | Sell |
82,229
-57,887
| -41% | -$635K | ﹤0.01% | 2937 |
|
|
2020
Q1 | $914K | Buy |
+140,116
| New | +$2M | ﹤0.01% | 2857 |
|
|
2018
Q4 | – | Sell |
-197,887
| Closed | -$3.27M | – | 3756 |
|
|
2018
Q3 | $3.27M | Buy |
197,887
+22,052
| +13% | +$352K | ﹤0.01% | 2606 |
|
|
2018
Q2 | $2.62M | Sell |
175,835
-41,168
| -19% | -$690K | ﹤0.01% | 2610 |
|
|
2018
Q1 | $3.72M | Buy |
217,003
+6,015
| +3% | +$93.7K | ﹤0.01% | 2382 |
|
|
2017
Q4 | $2.55M | Sell |
210,988
-2,852
| -1% | -$27.3K | ﹤0.01% | 2542 |
|
|
2017
Q3 | $2.21M | Sell |
213,840
-15,735
| -7% | -$225K | ﹤0.01% | 2557 |
|
|
2017
Q2 | $5.22M | Buy |
229,575
+605
| +0.3% | +$12.4K | ﹤0.01% | 2045 |
|
|
2017
Q1 | $4.46M | Buy |
228,970
+183,620
| +405% | +$3.57M | ﹤0.01% | 2130 |
|
|
2016
Q4 | $719K | Buy |
+45,350
| New | +$754K | ﹤0.01% | 3121 |
|
Other funds holding SGRY
BCI
KSCM
PCM
Ameriprise's SGRY Position: Q4 2025 in Review
Ameriprise sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 99,525 shares — an estimated $2.15M sold.
Ameriprise first reported a position in SGRY in Q4 2016 and held it in 26 quarters. The position peaked at $37.3M in Q3 2024. 180 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.
- Ameriprise reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
- Ameriprise sold 99,525 Surgery Partners shares in Q4 2025, an estimated $2.15M.
- Ameriprise first reported a position in Surgery Partners in Q4 2016 and held it in 26 quarters.
- Ameriprise's Surgery Partners position peaked at $37.3M in Q3 2024.
- 180 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.
Based on Ameriprise's 13F filing for Q4 2025, filed 17 Feb 2026.