Covestor
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
Q3 		$60K Sell
4,291
-500
-10% -$7.5K 0.04% 650
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Tranquility Partners
Tranquility Partners Brentwood, Tennessee $288M AUM 15.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Covestor's SGRY Position: Q3 2026 in Review

Covestor reduced its Surgery Partners (SGRY) stake by 10% in Q3 2026, selling an estimated $7.5K and leaving 4,291 shares worth $60K. The position accounts for 0.04% of the portfolio, ranked #650.

Covestor first reported a position in SGRY in Q4 2021 and has held it in 20 quarters since. The position peaked at $431K in Q2 2025. 38 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

  • Covestor held 4,291 shares of Surgery Partners worth $60K as of Q3 2026.
  • Covestor sold 500 Surgery Partners shares in Q3 2026, an estimated $7.5K.
  • Surgery Partners made up 0.04% of Covestor's portfolio in Q3 2026, its #650 holding.
  • Covestor first reported a position in Surgery Partners in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Surgery Partners position peaked at $431K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.