Atom Investors’s Surgery Partners SGRY Stock Holding History

Atom Investors’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	-134,053	Closed	-$2.07M	–	824
2025 Q4	$2.07M	Buy	+134,053	New	+$2.46M	0.16%	191

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Atom Investors's SGRY Position: Q1 2026 in Review

Atom Investors sold out of Surgery Partners (SGRY) in Q1 2026, closing a stake of 134,053 shares — an estimated $2.07M sold.

Atom Investors first reported a position in SGRY in Q4 2025 and held it in 1 quarter. The position peaked at $2.07M in Q4 2025. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

Atom Investors reported no remaining Surgery Partners position as of Q1 2026 after selling out during the quarter.
Atom Investors sold 134,053 Surgery Partners shares in Q1 2026, an estimated $2.07M.
Atom Investors first reported a position in Surgery Partners in Q4 2025 and held it in 1 quarter.
Atom Investors's Surgery Partners position peaked at $2.07M in Q4 2025.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

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