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Empowered Funds’s Surgery Partners SGRY Stock Holding History

Empowered Funds’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 		$216K Sell
12,858
-95,633
-88% -$1.34M ﹤0.01% 1982
2026
Q1 		$1.29M Sell
108,491
-52,928
-33% -$760K 0.01% 1307
2025
Q4 		$2.49M Buy
161,419
+150,216
+1,341% +$2.76M 0.04% 427
2025
Q3 		$242K Buy
11,203
+347
+3% +$7.74K ﹤0.01% 1657
2025
Q2 		$241K Sell
10,856
-1,997
-16% -$44.4K ﹤0.01% 1588
2025
Q1 		$305K Buy
12,853
+1,278
+11% +$30.3K ﹤0.01% 1400
2024
Q4 		$245K Buy
+11,575
New +$304K ﹤0.01% 1446

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Empowered Funds's SGRY Position: Q2 2026 in Review

Empowered Funds reduced its Surgery Partners (SGRY) stake by 88% in Q2 2026, selling an estimated $1.34M and leaving 12,858 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

Empowered Funds first reported a position in SGRY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.49M in Q4 2025. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Empowered Funds held 12,858 shares of Surgery Partners worth $216K as of Q2 2026.
  • Empowered Funds sold 95,633 Surgery Partners shares in Q2 2026, an estimated $1.34M.
  • Surgery Partners made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1982 holding.
  • Empowered Funds first reported a position in Surgery Partners in Q4 2024 and has held it in 7 quarters since.
  • Empowered Funds's Surgery Partners position peaked at $2.49M in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.