Citadel Advisors
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Citadel Advisors’s Surgery Partners SGRY Stock Holding History

Citadel 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 		$11.5M Buy
+962,200
New +$13.8M ﹤0.01% 3066
2025
Q4 		– Sell
-685,000
Closed -$14.8M – 13935
2025
Q3 		$14.8M Buy
685,000
+603,000
+735% +$13.5M ﹤0.01% 2707
2025
Q2 		$1.82M Buy
82,000
+73,500
+865% +$1.63M ﹤0.01% 5871
2025
Q1 		$202K Sell
8,500
-38,100
-82% -$902K ﹤0.01% 10430
2024
Q4 		$987K Buy
46,600
+31,800
+215% +$834K ﹤0.01% 7050
2024
Q3 		$477K Buy
14,800
+11,000
+289% +$325K ﹤0.01% 8356
2024
Q2 		$90.4K Sell
3,800
-18,600
-83% -$477K ﹤0.01% 11061
2024
Q1 		$668K Buy
22,400
+8,200
+58% +$257K ﹤0.01% 7761
2023
Q4 		$454K Buy
14,200
+8,100
+133% +$235K ﹤0.01% 8315
2023
Q3 		$178K Sell
6,100
-6,300
-51% -$227K ﹤0.01% 10099
2023
Q2 		$558K Buy
12,400
+2,900
+31% +$111K ﹤0.01% 7708
2023
Q1 		$327K Buy
9,500
+2,000
+27% +$64.9K ﹤0.01% 9200
2022
Q4 		$209K Sell
7,500
-3,500
-32% -$92.7K ﹤0.01% 10050
2022
Q3 		$257K Buy
+11,000
New +$351K ﹤0.01% 9911
2022
Q2 		– Sell
-38,700
Closed -$2.13M – 13981
2022
Q1 		$2.13M Buy
38,700
+15,500
+67% +$767K ﹤0.01% 5954
2021
Q4 		$1.24M Sell
23,200
-21,000
-48% -$974K ﹤0.01% 7413
2021
Q3 		$1.87M Buy
44,200
+14,300
+48% +$730K ﹤0.01% 6535
2021
Q2 		$1.99M Buy
29,900
+10,700
+56% +$581K ﹤0.01% 6633
2021
Q1 		$850K Buy
19,200
+10,700
+126% +$397K ﹤0.01% 8506
2020
Q4 		$247K Sell
8,500
-73,800
-90% -$1.84M ﹤0.01% 9417
2020
Q3 		$1.8M Buy
+82,300
New +$1.46M ﹤0.01% 4913

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

Citadel Advisors's SGRY Position: Q1 2026 in Review

Citadel Advisors reduced its Surgery Partners (SGRY) stake by 32% in Q1 2026, selling an estimated $2.7M and leaving 401,551 shares worth $4.79M. The position accounts for ﹤0.01% of the portfolio, ranked #4411.

Citadel Advisors first reported a position in SGRY in Q1 2016 and has held it in 37 quarters since. The position peaked at $9.36M in Q1 2023. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • Citadel Advisors held 401,551 shares of Surgery Partners worth $4.79M as of Q1 2026.
  • Citadel Advisors sold 188,270 Surgery Partners shares in Q1 2026, an estimated $2.7M.
  • Surgery Partners made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4411 holding.
  • Citadel Advisors first reported a position in Surgery Partners in Q1 2016 and has held it in 37 quarters since.
  • Citadel Advisors's Surgery Partners position peaked at $9.36M in Q1 2023.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

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