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Arax Advisory Partners’s Surgery Partners SGRY Stock Holding History

Arax Advisory Partners’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 		$5.33K Buy
+317
New +$4.45K ﹤0.01% 4574
2025
Q4 		– Sell
-83
Closed -$1.8K – 4481
2025
Q3 		$1.8K Buy
+83
New +$1.85K ﹤0.01% 3137
2025
Q1 		– Sell
-31
Closed -$657 – 3006
2024
Q4 		$657 Buy
+31
New +$813 ﹤0.01% 2270
2023
Q4 		– Sell
-300
Closed -$8.78K – 1415
2023
Q3 		$8.78K Buy
+300
New +$10.8K ﹤0.01% 750

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 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
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Arax Advisory Partners's SGRY Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Surgery Partners (SGRY) in Q2 2026: 317 shares worth $5.33K. The stake represents ﹤0.01% of the portfolio and ranks #4574 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in SGRY as recently as Q3 2025.

Arax Advisory Partners first reported a position in SGRY in Q3 2023 and has held it in 4 quarters since. The position peaked at $8.78K in Q3 2023. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Arax Advisory Partners held 317 shares of Surgery Partners worth $5.33K as of Q2 2026.
  • Surgery Partners was a new Arax Advisory Partners position in Q2 2026.
  • Surgery Partners made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4574 holding.
  • Arax Advisory Partners first reported a position in Surgery Partners in Q3 2023 and has held it in 4 quarters since.
  • Arax Advisory Partners's Surgery Partners position peaked at $8.78K in Q3 2023.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.