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Clear Harbor Asset Management’s Surgery Partners SGRY Stock Holding History

Clear Harbor Asset Management’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 		– Sell
-20,851
Closed -$249K – 480
2026
Q1 		$249K Sell
20,851
-18,600
-47% -$267K 0.02% 389
2025
Q4 		$610K Buy
39,451
+9,140
+30% +$168K 0.04% 278
2025
Q3 		$656K Buy
+30,311
New +$676K 0.05% 248

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

Clear Harbor Asset Management's SGRY Position: Q2 2026 in Review

Clear Harbor Asset Management sold out of Surgery Partners (SGRY) in Q2 2026, closing a stake of 20,851 shares — an estimated $249K sold.

Clear Harbor Asset Management first reported a position in SGRY in Q3 2025 and held it in 3 quarters. The position peaked at $656K in Q3 2025. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Clear Harbor Asset Management reported no remaining Surgery Partners position as of Q2 2026 after selling out during the quarter.
  • Clear Harbor Asset Management sold 20,851 Surgery Partners shares in Q2 2026, an estimated $249K.
  • Clear Harbor Asset Management first reported a position in Surgery Partners in Q3 2025 and held it in 3 quarters.
  • Clear Harbor Asset Management's Surgery Partners position peaked at $656K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.