Boothbay Fund Management’s Surgery Partners SGRY Stock Holding History

Boothbay Fund Management’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	$235K	Sell	14,000 -7,500	-35%	-$105K	﹤0.01%	1862
2026 Q1	$256K	Buy	+21,500	New	+$309K	﹤0.01%	1673
2025 Q3	–	Sell	-17,484	Closed	-$389K	–	2133
2025 Q2	$389K	Buy	+17,484	New	+$389K	0.01%	1010
2025 Q1	–	Sell	-68,442	Closed	-$1.45M	–	1740
2024 Q4	$1.45M	Buy	+68,442	New	+$1.8M	0.04%	534
2024 Q3	–	Sell	-44,658	Closed	-$1.06M	–	1898
2024 Q2	$1.06M	Buy	44,658 +14,092	+46%	+$362K	0.03%	692
2024 Q1	$912K	Buy	+30,566	New	+$956K	0.02%	786
2021 Q1	–	Sell	-8,000	Closed	-$232K	–	1760
2020 Q4	$232K	Buy	+8,000	New	+$199K	0.01%	1049

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

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 Baltimore, Maryland $153B AUM 38.14% 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

Boothbay Fund Management's SGRY Position: Q2 2026 in Review

Boothbay Fund Management reduced its Surgery Partners (SGRY) stake by 35% in Q2 2026, selling an estimated $105K and leaving 14,000 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Boothbay Fund Management first reported a position in SGRY in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.45M in Q4 2024. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Boothbay Fund Management held 14,000 shares of Surgery Partners worth $235K as of Q2 2026.
Boothbay Fund Management sold 7,500 Surgery Partners shares in Q2 2026, an estimated $105K.
Surgery Partners made up ﹤0.01% of Boothbay Fund Management's portfolio in Q2 2026, its #1862 holding.
Boothbay Fund Management first reported a position in Surgery Partners in Q4 2020 and has held it in 7 quarters since.
Boothbay Fund Management's Surgery Partners position peaked at $1.45M in Q4 2024.
187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Boothbay Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.