Avion Wealth’s Surgery Partners SGRY Stock Holding History

Avion Wealth’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
2025 Q4	–	Sell	-22	Closed	–	–	1553
2025 Q3	$0	Hold	22	–	–	﹤0.01%	1514
2025 Q2	$0	Sell	22 -3	-12%	-$67	﹤0.01%	1565
2025 Q1	$0	Buy	+25	New	+$592	﹤0.01%	1331

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Avion Wealth's SGRY Position: Q4 2025 in Review

Avion Wealth sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 22 shares.

Avion Wealth first reported a position in SGRY in Q1 2025 and held it in 3 quarters. The position peaked at $0 in Q3 2025. 180 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

Avion Wealth reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
Avion Wealth sold 22 Surgery Partners shares in Q4 2025.
Avion Wealth first reported a position in Surgery Partners in Q1 2025 and held it in 3 quarters.
Avion Wealth's Surgery Partners position peaked at $0 in Q3 2025.
180 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.