ClearBridge Investments
SGRY icon

ClearBridge Investments’s Surgery Partners SGRY Stock Holding History

ClearBridge Investments’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 		$64.2M Sell
3,823,179
-294,877
-7% -$4.14M 0.05% 290
2026
Q1 		$49.1M Sell
4,118,056
-110,395
-3% -$1.58M 0.04% 314
2025
Q4 		$65.3M Sell
4,228,451
-14,169
-0.3% -$260K 0.05% 292
2025
Q3 		$91.8M Sell
4,242,620
-33,187
-0.8% -$740K 0.07% 247
2025
Q2 		$95.1M Buy
4,275,807
+181,249
+4% +$4.03M 0.08% 238
2025
Q1 		$97.2M Sell
4,094,558
-139,978
-3% -$3.31M 0.09% 231
2024
Q4 		$89.6M Sell
4,234,536
-266,519
-6% -$6.99M 0.07% 243
2024
Q3 		$145M Sell
4,501,055
-1,084,475
-19% -$32M 0.11% 173
2024
Q2 		$133M Buy
5,585,530
+73,007
+1% +$1.87M 0.11% 187
2024
Q1 		$164M Sell
5,512,523
-13,148
-0.2% -$411K 0.13% 171
2023
Q4 		$177M Buy
5,525,671
+247,762
+5% +$7.19M 0.15% 154
2023
Q3 		$154M Buy
5,277,909
+41,557
+0.8% +$1.49M 0.15% 156
2023
Q2 		$236M Sell
5,236,352
-328,455
-6% -$12.5M 0.21% 118
2023
Q1 		$192M Buy
5,564,807
+85,490
+2% +$2.78M 0.18% 135
2022
Q4 		$153M Buy
5,479,317
+1,088,289
+25% +$28.8M 0.15% 147
2022
Q3 		$103M Buy
4,391,028
+49,191
+1% +$1.57M 0.1% 186
2022
Q2 		$126M Buy
4,341,837
+259,325
+6% +$11.3M 0.12% 168
2022
Q1 		$225M Buy
4,082,512
+43,885
+1% +$2.17M 0.17% 136
2021
Q4 		$216M Buy
4,038,627
+480,754
+14% +$22.3M 0.15% 145
2021
Q3 		$151M Buy
3,557,873
+16,009
+0.5% +$817K 0.11% 181
2021
Q2 		$236M Sell
3,541,864
-102,307
-3% -$5.56M 0.16% 137
2021
Q1 		$161M Sell
3,644,171
-46,564
-1% -$1.73M 0.12% 168
2020
Q4 		$107M Sell
3,690,735
-771
-0% -$19.2K 0.08% 200
2020
Q3 		$80.8M Buy
3,691,506
+73,809
+2% +$1.31M 0.07% 213
2020
Q2 		$41.9M Buy
3,617,697
+93,437
+3% +$1.02M 0.04% 306
2020
Q1 		$23M Sell
3,524,260
-78,382
-2% -$1.12M 0.02% 349
2019
Q4 		$58.8M Sell
3,602,642
-7,432
-0.2% -$84.3K 0.05% 293
2019
Q3 		$26.7M Buy
3,610,074
+95,260
+3% +$682K 0.02% 385
2019
Q2 		$28.6M Sell
3,514,814
-152,997
-4% -$1.53M 0.02% 378
2019
Q1 		$41.4M Buy
3,667,811
+138,158
+4% +$1.74M 0.04% 344
2018
Q4 		$34.6M Buy
3,529,653
+279,246
+9% +$3.75M 0.04% 347
2018
Q3 		$53.6M Buy
3,250,407
+143,561
+5% +$2.29M 0.05% 319
2018
Q2 		$46.3M Buy
3,106,846
+375,059
+14% +$6.29M 0.04% 331
2018
Q1 		$46.9M Buy
2,731,787
+16,353
+0.6% +$255K 0.04% 318
2017
Q4 		$32.9M Buy
2,715,434
+304,102
+13% +$2.91M 0.03% 364
2017
Q3 		$25M Buy
2,411,332
+869,722
+56% +$12.4M 0.02% 401
2017
Q2 		$35.1M Buy
1,541,610
+17,522
+1% +$360K 0.03% 366
2017
Q1 		$29.7M Buy
1,524,088
+4,733
+0.3% +$92K 0.03% 376
2016
Q4 		$24.1M Buy
1,519,355
+475,541
+46% +$7.91M 0.03% 383
2016
Q3 		$21.1M Sell
1,043,814
-2,832
-0.3% -$52K 0.02% 405
2016
Q2 		$18.7M Buy
1,046,646
+156,495
+18% +$2.33M 0.02% 412
2016
Q1 		$11.8M Buy
890,151
+205,029
+30% +$3.17M 0.01% 466
2015
Q4 		$14M Buy
+685,122
New +$13.1M 0.02% 448

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments's SGRY Position: Q2 2026 in Review

ClearBridge Investments reduced its Surgery Partners (SGRY) stake by 7.2% in Q2 2026, selling an estimated $4.14M and leaving 3,823,179 shares worth $64.2M. The position accounts for 0.05% of the portfolio, ranked #290.

ClearBridge Investments first reported a position in SGRY in Q4 2015 and has held it in 43 quarters since. The position peaked at $236M in Q2 2021. 126 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • ClearBridge Investments held 3,823,179 shares of Surgery Partners worth $64.2M as of Q2 2026.
  • ClearBridge Investments sold 294,877 Surgery Partners shares in Q2 2026, an estimated $4.14M.
  • Surgery Partners made up 0.05% of ClearBridge Investments's portfolio in Q2 2026, its #290 holding.
  • ClearBridge Investments first reported a position in Surgery Partners in Q4 2015 and has held it in 43 quarters since.
  • ClearBridge Investments's Surgery Partners position peaked at $236M in Q2 2021.
  • 126 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.