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 		$10.6M Buy
887,200
+774,800
+689% +$11.1M ﹤0.01% 3171
2025
Q4 		$1.74M Sell
112,400
-439,300
-80% -$8.07M ﹤0.01% 6218
2025
Q3 		$11.9M Buy
+551,700
New +$12.3M ﹤0.01% 3000
2025
Q2 		– Sell
-1,600
Closed -$38K – 14807
2025
Q1 		$38K Sell
1,600
-62,500
-98% -$1.48M ﹤0.01% 12592
2024
Q4 		$1.36M Sell
64,100
-14,400
-18% -$378K ﹤0.01% 6426
2024
Q3 		$2.53M Buy
78,500
+10,600
+16% +$313K ﹤0.01% 5076
2024
Q2 		$1.62M Sell
67,900
-4,000
-6% -$103K ﹤0.01% 5712
2024
Q1 		$2.14M Buy
71,900
+39,600
+123% +$1.24M ﹤0.01% 5387
2023
Q4 		$1.03M Sell
32,300
-6,600
-17% -$192K ﹤0.01% 6608
2023
Q3 		$1.14M Buy
38,900
+13,200
+51% +$475K ﹤0.01% 6306
2023
Q2 		$1.16M Buy
25,700
+21,400
+498% +$817K ﹤0.01% 6161
2023
Q1 		$148K Buy
4,300
+300
+8% +$9.74K ﹤0.01% 10656
2022
Q4 		$111K Buy
+4,000
New +$106K ﹤0.01% 11063
2022
Q2 		– Sell
-9,300
Closed -$512K – 13982
2022
Q1 		$512K Sell
9,300
-24,400
-72% -$1.21M ﹤0.01% 9334
2021
Q4 		$1.8M Buy
33,700
+6,700
+25% +$311K ﹤0.01% 6488
2021
Q3 		$1.14M Buy
27,000
+16,300
+152% +$832K ﹤0.01% 7812
2021
Q2 		$713K Sell
10,700
-700
-6% -$38K ﹤0.01% 9208
2021
Q1 		$505K Buy
+11,400
New +$423K ﹤0.01% 9661
2020
Q3 		– Sell
-12,700
Closed -$147K – 10666
2020
Q2 		$147K Buy
+12,700
New +$139K ﹤0.01% 8755

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.