Cerity Partners
SGRY icon

Cerity Partners’s Surgery Partners SGRY Stock Holding History

Cerity Partners’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 		$848K Buy
50,485
+461
+0.9% +$6.47K ﹤0.01% 2094
2026
Q1 		$596K Buy
50,024
+20,019
+67% +$287K ﹤0.01% 2172
2025
Q4 		$464K Buy
+30,005
New +$551K ﹤0.01% 2154

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

Cerity Partners's SGRY Position: Q2 2026 in Review

Cerity Partners increased its Surgery Partners (SGRY) stake by 0.92% in Q2 2026, buying an estimated $6.47K and bringing the position to 50,485 shares worth $848K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Cerity Partners first reported a position in SGRY in Q4 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Cerity Partners held 50,485 shares of Surgery Partners worth $848K as of Q2 2026.
  • Cerity Partners bought 461 Surgery Partners shares in Q2 2026, an estimated $6.47K.
  • Surgery Partners made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2094 holding.
  • Cerity Partners first reported a position in Surgery Partners in Q4 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.