Creative Planning
SGRY icon

Creative Planning’s Surgery Partners SGRY Stock Holding History

Creative Planning’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
Q1 		$158K Buy
+13,253
New +$190K ﹤0.01% 3801
2025
Q4 		– Sell
-19,215
Closed -$416K – 4083
2025
Q3 		$416K Buy
19,215
+3,728
+24% +$83.2K ﹤0.01% 2876
2025
Q2 		$344K Sell
15,487
-11,941
-44% -$265K ﹤0.01% 2778
2025
Q1 		$651K Buy
27,428
+13,027
+90% +$308K ﹤0.01% 2064
2024
Q4 		$305K Buy
14,401
+6,385
+80% +$168K ﹤0.01% 2653
2024
Q3 		$258K Buy
+8,016
New +$237K ﹤0.01% 2647
2017
Q1 		– Sell
-200
Closed -$3K – 4879
2016
Q4 		$3K Buy
+200
New +$3.33K ﹤0.01% 4167

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM