Carson Wealth (CWM LLC)
SGRY icon

Carson Wealth (CWM LLC)’s Surgery Partners SGRY Stock Holding History

Carson Wealth (CWM 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
Q1 		$8.24K Buy
691
+546
+377% +$7.84K ﹤0.01% 4850
2025
Q4 		$2K Sell
145
-300
-67% -$5.51K ﹤0.01% 5132
2025
Q3 		$10K Sell
445
-238
-35% -$5.31K ﹤0.01% 4492
2025
Q2 		$15K Buy
683
+118
+21% +$2.62K ﹤0.01% 4092
2025
Q1 		$13K Buy
565
+244
+76% +$5.78K ﹤0.01% 3971
2024
Q4 		$7K Sell
321
-212
-40% -$5.56K ﹤0.01% 4079
2024
Q3 		$17K Buy
533
+341
+178% +$10.1K ﹤0.01% 3475
2024
Q2 		$5K Buy
192
+24
+14% +$616 ﹤0.01% 3895
2024
Q1 		$5K Buy
168
+47
+39% +$1.47K ﹤0.01% 3690
2023
Q4 		$4K Buy
121
+100
+476% +$2.9K ﹤0.01% 3632
2023
Q3 		$1K Sell
21
-75
-78% -$2.7K ﹤0.01% 4074
2023
Q2 		$4K Buy
96
+75
+357% +$2.86K ﹤0.01% 3563
2023
Q1 		$1K Buy
21
+4
+24% +$130 ﹤0.01% 3919
2022
Q4 		$0 Sell
17
-18
-51% -$477 ﹤0.01% 4224
2022
Q3 		$1K Sell
35
-55
-61% -$1.76K ﹤0.01% 3759
2022
Q2 		$3K Buy
90
+78
+650% +$3.41K ﹤0.01% 3236
2022
Q1 		$1K Buy
+12
New +$594 ﹤0.01% 3406

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Carson Wealth (CWM LLC)'s SGRY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Surgery Partners (SGRY) stake by 377% in Q1 2026, buying an estimated $7.84K and bringing the position to 691 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #4850.

Carson Wealth (CWM LLC) first reported a position in SGRY in Q1 2022 and has held it in 17 quarters since. The position peaked at $17K in Q3 2024. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 691 shares of Surgery Partners worth $8.24K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 546 Surgery Partners shares in Q1 2026, an estimated $7.84K.
  • Surgery Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4850 holding.
  • Carson Wealth (CWM LLC) first reported a position in Surgery Partners in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Surgery Partners position peaked at $17K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.