Envestnet Asset Management
SGRY icon

Envestnet Asset Management’s Surgery Partners SGRY Stock Holding History

Envestnet Asset Management’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 		$663K Buy
39,477
+11,331
+40% +$159K ﹤0.01% 3889
2026
Q1 		$336K Buy
28,146
+359
+1% +$5.15K ﹤0.01% 4210
2025
Q4 		$429K Sell
27,787
-962
-3% -$17.7K ﹤0.01% 3809
2025
Q3 		$622K Sell
28,749
-4,014
-12% -$89.5K ﹤0.01% 3603
2025
Q2 		$728K Buy
32,763
+2,284
+7% +$50.8K ﹤0.01% 3457
2025
Q1 		$724K Sell
30,479
-2,228
-7% -$52.7K ﹤0.01% 3389
2024
Q4 		$692K Buy
32,707
+4,954
+18% +$130K ﹤0.01% 3395
2024
Q3 		$895K Buy
27,753
+2,445
+10% +$72.2K ﹤0.01% 3202
2024
Q2 		$602K Sell
25,308
-3,644
-13% -$93.5K ﹤0.01% 3345
2024
Q1 		$864K Buy
28,952
+5,114
+21% +$160K ﹤0.01% 3124
2023
Q4 		$763K Buy
23,838
+4,365
+22% +$127K ﹤0.01% 3098
2023
Q3 		$570K Buy
19,473
+7,926
+69% +$285K ﹤0.01% 3181
2023
Q2 		$520K Buy
11,547
+1,752
+18% +$66.9K ﹤0.01% 3185
2023
Q1 		$338K Sell
9,795
-3,391
-26% -$110K ﹤0.01% 3384
2022
Q4 		$367K Buy
13,186
+275
+2% +$7.28K ﹤0.01% 3293
2022
Q3 		$302K Sell
12,911
-202
-2% -$6.45K ﹤0.01% 3345
2022
Q2 		$379K Buy
13,113
+1,298
+11% +$56.7K ﹤0.01% 3217
2022
Q1 		$650K Buy
11,815
+1,962
+20% +$97K ﹤0.01% 2967
2021
Q4 		$526K Buy
9,853
+4,460
+83% +$207K ﹤0.01% 3042
2021
Q3 		$228K Sell
5,393
-58
-1% -$2.96K ﹤0.01% 3438
2021
Q2 		$363K Buy
5,451
+170
+3% +$9.23K ﹤0.01% 3173
2021
Q1 		$234K Buy
+5,281
New +$196K ﹤0.01% 3266
2016
Q1 		– Sell
-1,371
Closed -$28K – 3152
2015
Q4 		$28K Buy
+1,371
New +$26.2K ﹤0.01% 2831

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

Envestnet Asset Management's SGRY Position: Q2 2026 in Review

Envestnet Asset Management increased its Surgery Partners (SGRY) stake by 40% in Q2 2026, buying an estimated $159K and bringing the position to 39,477 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #3889.

Envestnet Asset Management first reported a position in SGRY in Q4 2015 and has held it in 23 quarters since. The position peaked at $895K in Q3 2024. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Envestnet Asset Management held 39,477 shares of Surgery Partners worth $663K as of Q2 2026.
  • Envestnet Asset Management bought 11,331 Surgery Partners shares in Q2 2026, an estimated $159K.
  • Surgery Partners made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3889 holding.
  • Envestnet Asset Management first reported a position in Surgery Partners in Q4 2015 and has held it in 23 quarters since.
  • Envestnet Asset Management's Surgery Partners position peaked at $895K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.