Barrow, Hanley, Mewhinney & Strauss’s Surgery Partners SGRY Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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	-64	Closed	-$1.39K	–	406
2025 Q3	$1.39K	Buy	+64	New	+$1.43K	﹤0.01%	325
2025 Q2	–	Sell	-369	Closed	-$8.76K	–	378
2025 Q1	$8.76K	Hold	369	–	–	﹤0.01%	226
2024 Q4	$7.81K	Hold	369	–	–	﹤0.01%	242
2024 Q3	$11.9K	Sell	369 -60	-14%	-$1.77K	﹤0.01%	212
2024 Q2	$10.2K	Buy	429 +229	+115%	+$5.88K	﹤0.01%	205
2024 Q1	$5.97K	Buy	+200	New	+$6.26K	﹤0.01%	229

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

KSCM

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Barrow, Hanley, Mewhinney & Strauss's SGRY Position: Q4 2025 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 64 shares — an estimated $1.39K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in SGRY in Q1 2024 and held it in 6 quarters. The position peaked at $11.9K in Q3 2024. 180 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

Barrow, Hanley, Mewhinney & Strauss reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
Barrow, Hanley, Mewhinney & Strauss sold 64 Surgery Partners shares in Q4 2025, an estimated $1.39K.
Barrow, Hanley, Mewhinney & Strauss first reported a position in Surgery Partners in Q1 2024 and held it in 6 quarters.
Barrow, Hanley, Mewhinney & Strauss's Surgery Partners position peaked at $11.9K in Q3 2024.
180 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q4 2025, filed 11 Feb 2026.