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Bogart Wealth LLC’s Surgery Partners SGRY Stock Holding History

Bogart Wealth LLC’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
Q2 		$1.81K Buy
+108
New +$1.52K ﹤0.01% 1489

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bogart Wealth LLC's SGRY Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Surgery Partners (SGRY) in Q2 2026: 108 shares worth $1.81K. The stake represents ﹤0.01% of the portfolio and ranks #1489 among its holdings.

187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Bogart Wealth LLC held 108 shares of Surgery Partners worth $1.81K as of Q2 2026.
  • Surgery Partners was a new Bogart Wealth LLC position in Q2 2026.
  • Surgery Partners made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1489 holding.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.