Dimensional Fund Advisors
SGRY icon

Dimensional Fund Advisors’s Surgery Partners SGRY Stock Holding History

Dimensional Fund Advisors’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 		$83.1M Sell
4,943,713
-352,698
-7% -$4.95M 0.02% 1316
2026
Q1 		$63.1M Buy
5,296,411
+389,831
+8% +$5.6M 0.01% 1373
2025
Q4 		$75.8M Buy
4,906,580
+46,365
+1% +$852K 0.02% 1266
2025
Q3 		$105M Buy
4,860,215
+988,956
+26% +$22.1M 0.02% 1028
2025
Q2 		$86.1M Buy
3,871,259
+231,603
+6% +$5.15M 0.02% 1138
2025
Q1 		$86.4M Buy
3,639,656
+61,795
+2% +$1.46M 0.02% 1099
2024
Q4 		$75.7M Buy
3,577,861
+563,812
+19% +$14.8M 0.02% 1250
2024
Q3 		$97.2M Buy
3,014,049
+212,958
+8% +$6.29M 0.02% 1051
2024
Q2 		$66.6M Buy
2,801,091
+589,499
+27% +$15.1M 0.02% 1260
2024
Q1 		$66M Buy
2,211,592
+371,380
+20% +$11.6M 0.02% 1265
2023
Q4 		$58.9M Buy
1,840,212
+149,146
+9% +$4.33M 0.02% 1325
2023
Q3 		$49.5M Buy
1,691,066
+260,915
+18% +$9.38M 0.02% 1347
2023
Q2 		$64.3M Buy
1,430,151
+288,504
+25% +$11M 0.02% 1174
2023
Q1 		$39.3M Buy
+1,141,647
New +$37.1M 0.01% 1507
2022
Q3 		$31.1M Buy
1,328,328
+16,103
+1% +$514K 0.01% 1571
2022
Q2 		$38M Buy
1,312,225
+40,943
+3% +$1.79M 0.01% 1507
2022
Q1 		$70M Sell
1,271,282
-48,212
-4% -$2.38M 0.02% 1126
2021
Q4 		$70.5M Sell
1,319,494
-120,642
-8% -$5.6M 0.02% 1158
2021
Q3 		$61M Sell
1,440,136
-75,939
-5% -$3.87M 0.02% 1240
2021
Q2 		$101M Buy
1,516,075
+184,999
+14% +$10M 0.03% 845
2021
Q1 		$58.8M Buy
1,331,076
+61,789
+5% +$2.29M 0.02% 1303
2020
Q4 		$36.8M Buy
1,269,287
+58,329
+5% +$1.45M 0.01% 1609
2020
Q3 		$26.5M Sell
1,210,958
-167,900
-12% -$2.98M 0.01% 1688
2020
Q2 		$16M Buy
1,378,858
+148,278
+12% +$1.63M 0.01% 1976
2020
Q1 		$8.04M Buy
1,230,580
+149,923
+14% +$2.14M ﹤0.01% 2210
2019
Q4 		$16.9M Buy
1,080,657
+226,841
+27% +$2.57M 0.01% 2124
2019
Q3 		$6.3M Buy
853,816
+87,763
+11% +$628K ﹤0.01% 2522
2019
Q2 		$6.24M Buy
766,053
+203,170
+36% +$2.03M ﹤0.01% 2571
2019
Q1 		$6.35M Sell
562,883
-2,400
-0.4% -$30.2K ﹤0.01% 2570
2018
Q4 		$5.53M Sell
565,283
-1,573
-0.3% -$21.1K ﹤0.01% 2575
2018
Q3 		$9.35M Sell
566,856
-4,362
-0.8% -$69.6K ﹤0.01% 2466
2018
Q2 		$8.51M Buy
571,218
+29,643
+5% +$497K ﹤0.01% 2493
2018
Q1 		$9.29M Buy
541,575
+31,632
+6% +$493K ﹤0.01% 2403
2017
Q4 		$6.17M Buy
509,943
+204,034
+67% +$1.95M ﹤0.01% 2544
2017
Q3 		$3.17M Buy
305,909
+166,590
+120% +$2.38M ﹤0.01% 2739
2017
Q2 		$3.17M Buy
+139,319
New +$2.86M ﹤0.01% 2734

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors's SGRY Position: Q2 2026 in Review

Dimensional Fund Advisors reduced its Surgery Partners (SGRY) stake by 6.7% in Q2 2026, selling an estimated $4.95M and leaving 4,943,713 shares worth $83.1M. The position accounts for 0.02% of the portfolio, ranked #1316.

Dimensional Fund Advisors first reported a position in SGRY in Q2 2017 and has held it in 36 quarters since. The position peaked at $105M in Q3 2025. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Dimensional Fund Advisors held 4,943,713 shares of Surgery Partners worth $83.1M as of Q2 2026.
  • Dimensional Fund Advisors sold 352,698 Surgery Partners shares in Q2 2026, an estimated $4.95M.
  • Surgery Partners made up 0.02% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1316 holding.
  • Dimensional Fund Advisors first reported a position in Surgery Partners in Q2 2017 and has held it in 36 quarters since.
  • Dimensional Fund Advisors's Surgery Partners position peaked at $105M in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.