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SGRY icon

Certuity’s Surgery Partners SGRY Stock Holding History

Certuity’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
-11,360
Closed -$176K – 697
2025
Q4 		$176K Hold
11,360
– – 0.01% 562
2025
Q3 		$246K Buy
+11,360
New +$253K 0.02% 457
2021
Q4 		– Sell
-11,360
Closed -$481K – 382
2021
Q3 		$481K Sell
11,360
-10
-0.1% -$510 0.1% 167
2021
Q2 		$757K Buy
+11,370
New +$617K 0.17% 81

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 $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Certuity's SGRY Position: Q1 2026 in Review

Certuity sold out of Surgery Partners (SGRY) in Q1 2026, closing a stake of 11,360 shares — an estimated $176K sold.

Certuity first reported a position in SGRY in Q2 2021 and held it in 4 quarters. The position peaked at $757K in Q2 2021. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • Certuity reported no remaining Surgery Partners position as of Q1 2026 after selling out during the quarter.
  • Certuity sold 11,360 Surgery Partners shares in Q1 2026, an estimated $176K.
  • Certuity first reported a position in Surgery Partners in Q2 2021 and held it in 4 quarters.
  • Certuity's Surgery Partners position peaked at $757K in Q2 2021.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.