Citigroup’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $768K | Buy |
45,690
+33,406
| +272% | +$469K | ﹤0.01% | 3639 |
|
|
2026
Q1 | $146K | Buy |
12,284
+4,217
| +52% | +$60.5K | ﹤0.01% | 4132 |
|
|
2025
Q4 | $125K | Sell |
8,067
-50,350
| -86% | -$925K | ﹤0.01% | 4223 |
|
|
2025
Q3 | $1.26M | Buy |
58,417
+22,469
| +63% | +$501K | ﹤0.01% | 3011 |
|
|
2025
Q2 | $799K | Sell |
35,948
-26,541
| -42% | -$590K | ﹤0.01% | 3318 |
|
|
2025
Q1 | $1.48M | Sell |
62,489
-30,729
| -33% | -$727K | ﹤0.01% | 2969 |
|
|
2024
Q4 | $1.97M | Buy |
93,218
+35,614
| +62% | +$935K | ﹤0.01% | 2834 |
|
|
2024
Q3 | $1.86M | Buy |
57,604
+36,291
| +170% | +$1.07M | ﹤0.01% | 2736 |
|
|
2024
Q2 | $507K | Buy |
21,313
+6,883
| +48% | +$177K | ﹤0.01% | 3388 |
|
|
2024
Q1 | $430K | Buy |
14,430
+3,714
| +35% | +$116K | ﹤0.01% | 3665 |
|
|
2023
Q4 | $343K | Buy |
10,716
+9,641
| +897% | +$280K | ﹤0.01% | 3648 |
|
|
2023
Q3 | $31.4K | Sell |
1,075
-21,675
| -95% | -$779K | ﹤0.01% | 4271 |
|
|
2023
Q2 | $1.02M | Buy |
22,750
+16,347
| +255% | +$624K | ﹤0.01% | 2831 |
|
|
2023
Q1 | $221K | Buy |
6,403
+962
| +18% | +$31.2K | ﹤0.01% | 3687 |
|
|
2022
Q4 | $152K | Sell |
5,441
-1,136
| -17% | -$30.1K | ﹤0.01% | 3850 |
|
|
2022
Q3 | $154K | Sell |
6,577
-481
| -7% | -$15.4K | ﹤0.01% | 3888 |
|
|
2022
Q2 | $204K | Buy |
7,058
+273
| +4% | +$11.9K | ﹤0.01% | 3838 |
|
|
2022
Q1 | $373K | Sell |
6,785
-8,216
| -55% | -$406K | ﹤0.01% | 3700 |
|
|
2021
Q4 | $801K | Sell |
15,001
-7,788
| -34% | -$361K | ﹤0.01% | 3463 |
|
|
2021
Q3 | $965K | Sell |
22,789
-9,035
| -28% | -$461K | ﹤0.01% | 3113 |
|
|
2021
Q2 | $2.12M | Buy |
31,824
+12,250
| +63% | +$665K | ﹤0.01% | 2624 |
|
|
2021
Q1 | $866K | Sell |
19,574
-55,266
| -74% | -$2.05M | ﹤0.01% | 3082 |
|
|
2020
Q4 | $2.17M | Buy |
74,840
+46,407
| +163% | +$1.15M | ﹤0.01% | 2774 |
|
|
2020
Q3 | $623K | Buy |
28,433
+4,110
| +17% | +$73.1K | ﹤0.01% | 3674 |
|
|
2020
Q2 | $281K | Buy |
24,323
+5,610
| +30% | +$61.5K | ﹤0.01% | 4753 |
|
|
2020
Q1 | $122K | Buy |
18,713
+13,327
| +247% | +$190K | ﹤0.01% | 5183 |
|
|
2019
Q4 | $84K | Sell |
5,386
-926
| -15% | -$10.5K | ﹤0.01% | 5916 |
|
|
2019
Q3 | $47K | Buy |
6,312
+238
| +4% | +$1.7K | ﹤0.01% | 6171 |
|
|
2019
Q2 | $49K | Buy |
6,074
+2,562
| +73% | +$25.5K | ﹤0.01% | 6504 |
|
|
2019
Q1 | $40K | Buy |
3,512
+1,013
| +41% | +$12.8K | ﹤0.01% | 6519 |
|
|
2018
Q4 | $24K | Buy |
2,499
+2,486
| +19,123% | +$33.4K | ﹤0.01% | 6787 |
|
|
2018
Q3 | $0 | Buy |
+13
| New | +$207 | ﹤0.01% | 7855 |
|
|
2018
Q2 | – | Sell |
-97
| Closed | -$2K | – | 7720 |
|
|
2018
Q1 | $2K | Sell |
97
-5,257
| -98% | -$81.9K | ﹤0.01% | 7375 |
|
|
2017
Q4 | $65K | Sell |
5,354
-36,233
| -87% | -$346K | ﹤0.01% | 5990 |
|
|
2017
Q3 | $430K | Buy |
41,587
+37,418
| +898% | +$535K | ﹤0.01% | 4269 |
|
|
2017
Q2 | $95K | Buy |
4,169
+3,212
| +336% | +$66K | ﹤0.01% | 5384 |
|
|
2017
Q1 | $18K | Sell |
957
-18,199
| -95% | -$354K | ﹤0.01% | 6311 |
|
|
2016
Q4 | $304K | Buy |
19,156
+17,210
| +884% | +$286K | ﹤0.01% | 4917 |
|
|
2016
Q3 | $39K | Sell |
1,946
-47
| -2% | -$863 | ﹤0.01% | 5832 |
|
|
2016
Q2 | $36K | Sell |
1,993
-10,591
| -84% | -$158K | ﹤0.01% | 5778 |
|
|
2016
Q1 | $167K | Buy |
12,584
+7,819
| +164% | +$121K | ﹤0.01% | 5263 |
|
|
2015
Q4 | $98K | Buy |
+4,765
| New | +$91K | ﹤0.01% | 5386 |
|
Other funds holding SGRY
BCI
JT
PCM
KSCM
Citigroup's SGRY Position: Q2 2026 in Review
Citigroup increased its Surgery Partners (SGRY) stake by 272% in Q2 2026, buying an estimated $469K and bringing the position to 45,690 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #3639.
Citigroup first reported a position in SGRY in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.17M in Q4 2020. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.
- Citigroup held 45,690 shares of Surgery Partners worth $768K as of Q2 2026.
- Citigroup bought 33,406 Surgery Partners shares in Q2 2026, an estimated $469K.
- Surgery Partners made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #3639 holding.
- Citigroup first reported a position in Surgery Partners in Q4 2015 and has held it in 42 quarters since.
- Citigroup's Surgery Partners position peaked at $2.17M in Q4 2020.
- 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.
Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.