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Bullock Wealth Management’s Surgery Partners SGRY Stock Holding History

Bullock Wealth 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
2025
Q3 		– Sell
-53
Closed -$1.2K – 657
2025
Q2 		$1.2K Buy
+53
New +$1.18K ﹤0.01% 535

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Janus Henderson Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bullock Wealth Management's SGRY Position: Q3 2025 in Review

Bullock Wealth Management sold out of Surgery Partners (SGRY) in Q3 2025, closing a stake of 53 shares — an estimated $1.2K sold.

Bullock Wealth Management first reported a position in SGRY in Q2 2025 and held it in 1 quarter. The position peaked at $1.2K in Q2 2025. 200 funds tracked by Wall St. Rank hold SGRY as of Q3 2025.

  • Bullock Wealth Management reported no remaining Surgery Partners position as of Q3 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 53 Surgery Partners shares in Q3 2025, an estimated $1.2K.
  • Bullock Wealth Management first reported a position in Surgery Partners in Q2 2025 and held it in 1 quarter.
  • Bullock Wealth Management's Surgery Partners position peaked at $1.2K in Q2 2025.
  • 200 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2025.

Based on Bullock Wealth Management's 13F filing for Q3 2025, filed 24 Sep 2026.