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Edgestream Partners’s Surgery Partners SGRY Stock Holding History

Edgestream Partners’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 		– Sell
-134,572
Closed -$2.08M – 1087
2025
Q4 		$2.08M Buy
+134,572
New +$2.47M 0.06% 519

Other funds holding SGRY

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Janus Henderson Group
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
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Edgestream Partners's SGRY Position: Q1 2026 in Review

Edgestream Partners sold out of Surgery Partners (SGRY) in Q1 2026, closing a stake of 134,572 shares — an estimated $2.08M sold.

Edgestream Partners first reported a position in SGRY in Q4 2025 and held it in 1 quarter. The position peaked at $2.08M in Q4 2025. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • Edgestream Partners reported no remaining Surgery Partners position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 134,572 Surgery Partners shares in Q1 2026, an estimated $2.08M.
  • Edgestream Partners first reported a position in Surgery Partners in Q4 2025 and held it in 1 quarter.
  • Edgestream Partners's Surgery Partners position peaked at $2.08M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.