DiNuzzo Private Wealth’s Surgery Partners SGRY Stock Holding History

DiNuzzo Private Wealth’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
2025 Q3	–	Sell	-2	Closed	-$45	–	1399
2025 Q2	$45	Sell	2 -4	-67%	-$89	﹤0.01%	1338
2025 Q1	$143	Sell	6 -1	-14%	-$24	﹤0.01%	1272
2024 Q4	$149	Sell	7 -5	-42%	-$131	﹤0.01%	1307
2024 Q3	$387	Hold	12	–	–	﹤0.01%	1181
2024 Q2	$286	Buy	12 +2	+20%	+$51	﹤0.01%	1198
2024 Q1	$299	Hold	10	–	–	﹤0.01%	1123
2023 Q4	$320	Buy	+10	New	+$290	﹤0.01%	1113

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DiNuzzo Private Wealth's SGRY Position: Q3 2025 in Review

DiNuzzo Private Wealth sold out of Surgery Partners (SGRY) in Q3 2025, closing a stake of 2 shares — an estimated $45 sold.

DiNuzzo Private Wealth first reported a position in SGRY in Q4 2023 and held it in 7 quarters. The position peaked at $387 in Q3 2024. 199 funds tracked by Wall St. Rank hold SGRY as of Q3 2025.

DiNuzzo Private Wealth reported no remaining Surgery Partners position as of Q3 2025 after selling out during the quarter.
DiNuzzo Private Wealth sold 2 Surgery Partners shares in Q3 2025, an estimated $45.
DiNuzzo Private Wealth first reported a position in Surgery Partners in Q4 2023 and held it in 7 quarters.
DiNuzzo Private Wealth's Surgery Partners position peaked at $387 in Q3 2024.
199 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2025, filed 14 Oct 2025.