CAPTRUST Financial Advisors
SGRY icon

CAPTRUST Financial Advisors’s Surgery Partners SGRY Stock Holding History

CAPTRUST Financial Advisors’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
-11,730
Closed -$181K – 3112
2025
Q4 		$181K Sell
11,730
-432
-4% -$7.94K ﹤0.01% 2538
2025
Q3 		$263K Sell
12,162
-46
-0.4% -$1.03K ﹤0.01% 2260
2025
Q2 		$271K Buy
12,208
+16
+0.1% +$356 ﹤0.01% 2120
2025
Q1 		$290K Buy
12,192
+542
+5% +$12.8K ﹤0.01% 1965
2024
Q4 		$247K Buy
11,650
+59
+0.5% +$1.55K ﹤0.01% 2025
2024
Q3 		$374K Buy
11,591
+10
+0.1% +$295 ﹤0.01% 1759
2024
Q2 		$276K Sell
11,581
-40
-0.3% -$1.03K ﹤0.01% 1860
2024
Q1 		$347K Sell
11,621
-194
-2% -$6.07K ﹤0.01% 1689
2023
Q4 		$378K Sell
11,815
-336
-3% -$9.75K ﹤0.01% 1948
2023
Q3 		$355K Buy
12,151
+4,024
+50% +$145K ﹤0.01% 1888
2023
Q2 		$366K Buy
8,127
+73
+0.9% +$2.79K ﹤0.01% 1829
2023
Q1 		$278K Buy
+8,054
New +$261K ﹤0.01% 1804
2022
Q3 		– Sell
-158
Closed -$5K – 3706
2022
Q2 		$5K Buy
158
+19
+14% +$830 ﹤0.01% 4117
2022
Q1 		$8K Sell
139
-47
-25% -$2.33K ﹤0.01% 3920
2021
Q4 		$10K Buy
186
+171
+1,140% +$7.93K ﹤0.01% 3723
2021
Q3 		$1K Hold
15
– – ﹤0.01% 4478
2021
Q2 		$1K Sell
15
-130
-90% -$7.06K ﹤0.01% 4379
2021
Q1 		$6K Buy
+145
New +$5.38K ﹤0.01% 3670

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
KSCM
King Street Capital Management New York $190M AUM 16.01% 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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CAPTRUST Financial Advisors's SGRY Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of Surgery Partners (SGRY) in Q1 2026, closing a stake of 11,730 shares — an estimated $181K sold.

CAPTRUST Financial Advisors first reported a position in SGRY in Q1 2021 and held it in 18 quarters. The position peaked at $378K in Q4 2023. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining Surgery Partners position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 11,730 Surgery Partners shares in Q1 2026, an estimated $181K.
  • CAPTRUST Financial Advisors first reported a position in Surgery Partners in Q1 2021 and held it in 18 quarters.
  • CAPTRUST Financial Advisors's Surgery Partners position peaked at $378K in Q4 2023.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.