First Trust Advisors’s Surgery Partners SGRY Stock Holding History

First Trust 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 Q2	$2.37M	Buy	141,088 +100,350	+246%	+$1.41M	﹤0.01%	1936
2026 Q1	$486K	Buy	+40,738	New	+$585K	﹤0.01%	2361
2024 Q3	–	Sell	-20,204	Closed	-$481K	–	2471
2024 Q2	$481K	Buy	+20,204	New	+$518K	﹤0.01%	2136
2023 Q2	–	Sell	-55,225	Closed	-$1.9M	–	2438
2023 Q1	$1.9M	Buy	+55,225	New	+$1.79M	﹤0.01%	1702
2022 Q4	–	Sell	-9,695	Closed	-$227K	–	2543
2022 Q3	$227K	Sell	9,695 -63,900	-87%	-$2.04M	﹤0.01%	2385
2022 Q2	$2.13M	Sell	73,595 -3,164	-4%	-$138K	﹤0.01%	1695
2022 Q1	$4.23M	Buy	76,759 +58,711	+325%	+$2.9M	﹤0.01%	1426
2021 Q4	$964K	Sell	18,048 -66,381	-79%	-$3.08M	﹤0.01%	2076
2021 Q3	$3.58M	Sell	84,429 -49,717	-37%	-$2.54M	﹤0.01%	1517
2021 Q2	$8.94M	Buy	+134,146	New	+$7.28M	0.01%	1035
2018 Q2	–	Sell	-95,223	Closed	-$1.63M	–	2469
2018 Q1	$1.63M	Buy	+95,223	New	+$1.48M	﹤0.01%	1583
2017 Q4	–	Sell	-106,807	Closed	-$1.1M	–	2454
2017 Q3	$1.1M	Sell	106,807 -11,425	-10%	-$163K	﹤0.01%	1814
2017 Q2	$2.69M	Buy	118,232 +87,464	+284%	+$1.8M	0.01%	1291
2017 Q1	$600K	Buy	+30,768	New	+$598K	﹤0.01%	2013

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Jupiter Topco New York $245B AUM

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors's SGRY Position: Q2 2026 in Review

First Trust Advisors increased its Surgery Partners (SGRY) stake by 246% in Q2 2026, buying an estimated $1.41M and bringing the position to 141,088 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

First Trust Advisors first reported a position in SGRY in Q1 2017 and has held it in 14 quarters since. The position peaked at $8.94M in Q2 2021. 188 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

First Trust Advisors held 141,088 shares of Surgery Partners worth $2.37M as of Q2 2026.
First Trust Advisors bought 100,350 Surgery Partners shares in Q2 2026, an estimated $1.41M.
Surgery Partners made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1936 holding.
First Trust Advisors first reported a position in Surgery Partners in Q1 2017 and has held it in 14 quarters since.
First Trust Advisors's Surgery Partners position peaked at $8.94M in Q2 2021.
188 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.