Blue Trust Inc’s Surgery Partners SGRY Stock Holding History

Blue Trust Inc’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	-42	Closed	-$649	–	2658
2025 Q4	$649	Buy	+42	New	+$772	﹤0.01%	2353
2024 Q4	–	Sell	-451	Closed	-$10.7K	–	2907
2024 Q3	$10.7K	Buy	451 +375	+493%	+$11.1K	﹤0.01%	2175
2024 Q2	$2.27K	Buy	+76	New	+$1.95K	﹤0.01%	2417
2023 Q3	–	Sell	-2	Closed	–	–	2264
2023 Q2	$0	Buy	+2	New	+$76	﹤0.01%	2472

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

Blue Trust Inc's SGRY Position: Q1 2026 in Review

Blue Trust Inc sold out of Surgery Partners (SGRY) in Q1 2026, closing a stake of 42 shares — an estimated $649 sold.

Blue Trust Inc first reported a position in SGRY in Q2 2023 and held it in 4 quarters. The position peaked at $10.7K in Q3 2024. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

Blue Trust Inc reported no remaining Surgery Partners position as of Q1 2026 after selling out during the quarter.
Blue Trust Inc sold 42 Surgery Partners shares in Q1 2026, an estimated $649.
Blue Trust Inc first reported a position in Surgery Partners in Q2 2023 and held it in 4 quarters.
Blue Trust Inc's Surgery Partners position peaked at $10.7K in Q3 2024.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.