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Beacon Capital Management LLC (Tennessee)’s Surgery Partners SGRY Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q2 		– Sell
-243
Closed -$5.77K – 1161
2025
Q1 		$5.77K Buy
+243
New +$5.75K ﹤0.01% 738

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PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
KSCM
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BlackRock
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SGRY Position: Q2 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Surgery Partners (SGRY) in Q2 2025, closing a stake of 243 shares — an estimated $5.77K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SGRY in Q1 2025 and held it in 1 quarter. The position peaked at $5.77K in Q1 2025. 201 funds tracked by Wall St. Rank hold SGRY as of Q2 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Surgery Partners position as of Q2 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 243 Surgery Partners shares in Q2 2025, an estimated $5.77K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Surgery Partners in Q1 2025 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Surgery Partners position peaked at $5.77K in Q1 2025.
  • 201 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.