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SGRY icon

Farther Finance Advisors’s Surgery Partners SGRY Stock Holding History

Farther Finance 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
Q3 		$2.37K Sell
171
-357
-68% -$5.35K ﹤0.01% 5343
2026
Q2 		$8.79K Buy
528
+470
+810% +$6.6K ﹤0.01% 4507
2026
Q1 		$711 Sell
58
-284
-83% -$4.08K ﹤0.01% 5195
2025
Q4 		$5.28K Sell
342
-139
-29% -$2.56K ﹤0.01% 4281
2025
Q3 		$10.4K Sell
481
-571
-54% -$12.7K ﹤0.01% 3428
2025
Q2 		$23.4K Buy
1,052
+1,046
+17,433% +$23.3K ﹤0.01% 2579
2025
Q1 		$141 Sell
6
-3
-33% -$71 ﹤0.01% 4016
2024
Q4 		$191 Sell
9
-13
-59% -$341 ﹤0.01% 3669
2024
Q3 		$708 Sell
22
-594
-96% -$17.5K ﹤0.01% 3338
2024
Q2 		$14.4K Sell
616
-10
-2% -$257 ﹤0.01% 1912
2024
Q1 		$18.1K Buy
626
+595
+1,919% +$18.6K ﹤0.01% 1528
2023
Q4 		$992 Buy
+31
New +$900 ﹤0.01% 2738

Other funds holding SGRY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's SGRY Position: Q3 2026 in Review

Farther Finance Advisors reduced its Surgery Partners (SGRY) stake by 68% in Q3 2026, selling an estimated $5.35K and leaving 171 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #5343.

Farther Finance Advisors first reported a position in SGRY in Q4 2023 and has held it in 12 quarters since. The position peaked at $23.4K in Q2 2025. 7 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

  • Farther Finance Advisors held 171 shares of Surgery Partners worth $2.37K as of Q3 2026.
  • Farther Finance Advisors sold 357 Surgery Partners shares in Q3 2026, an estimated $5.35K.
  • Surgery Partners made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5343 holding.
  • Farther Finance Advisors first reported a position in Surgery Partners in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Surgery Partners position peaked at $23.4K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.