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SGRY icon

Covestor’s Surgery Partners SGRY Stock Holding History

Covestor’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 		$81K Buy
4,791
+1,465
+44% +$20.6K 0.05% 491
2026
Q1 		$40K Sell
3,326
-1,920
-37% -$27.6K 0.03% 832
2025
Q4 		$81K Sell
5,246
-881
-14% -$16.2K 0.04% 681
2025
Q3 		$132K Sell
6,127
-13,272
-68% -$296K 0.07% 410
2025
Q2 		$431K Buy
19,399
+6,394
+49% +$142K 0.25% 41
2025
Q1 		$309K Buy
13,005
+10,803
+491% +$256K 0.21% 48
2024
Q4 		$47K Sell
2,202
-825
-27% -$21.6K 0.03% 882
2024
Q3 		$98K Buy
3,027
+1
+0% +$30 0.06% 526
2024
Q2 		$72K Buy
3,026
+1,892
+167% +$48.5K 0.05% 690
2024
Q1 		$34K Buy
1,134
+12
+1% +$375 0.02% 1026
2023
Q4 		$36K Buy
1,122
+876
+356% +$25.4K 0.02% 983
2023
Q3 		$7K Sell
246
-1
-0.4% -$36 0.01% 1642
2023
Q2 		$11K Sell
247
-2
-0.8% -$76 0.01% 1395
2023
Q1 		$9K Hold
249
– – 0.01% 1385
2022
Q4 		$7K Sell
249
-1
-0.4% -$26 0.01% 1487
2022
Q3 		$6K Sell
250
-1
-0.4% -$32 0.01% 1452
2022
Q2 		$7K Sell
251
-3
-1% -$131 0.01% 1329
2022
Q1 		$14K Buy
254
+240
+1,714% +$11.9K 0.01% 1192
2021
Q4 		$1K Buy
+14
New +$649 ﹤0.01% 1921

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

Covestor's SGRY Position: Q2 2026 in Review

Covestor increased its Surgery Partners (SGRY) stake by 44% in Q2 2026, buying an estimated $20.6K and bringing the position to 4,791 shares worth $81K. The position accounts for 0.05% of the portfolio, ranked #491.

Covestor first reported a position in SGRY in Q4 2021 and has held it in 19 quarters since. The position peaked at $431K in Q2 2025. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Covestor held 4,791 shares of Surgery Partners worth $81K as of Q2 2026.
  • Covestor bought 1,465 Surgery Partners shares in Q2 2026, an estimated $20.6K.
  • Surgery Partners made up 0.05% of Covestor's portfolio in Q2 2026, its #491 holding.
  • Covestor first reported a position in Surgery Partners in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Surgery Partners position peaked at $431K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.