PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Surgery Partners SGRY Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025 Q4	–	Sell	-10,866	Closed	-$235K	–	595
2025 Q3	$235K	Sell	10,866 -160	-1%	-$3.57K	0.07%	140
2025 Q2	$245K	Buy	11,026 +2,475	+29%	+$55K	0.08%	126
2025 Q1	$203K	Sell	8,551 -1,334	-13%	-$31.6K	0.08%	138
2024 Q4	$209K	Buy	9,885 +1,075	+12%	+$28.2K	0.08%	128
2024 Q3	$284K	Buy	8,810 +1,440	+20%	+$42.5K	0.15%	81
2024 Q2	$175K	Buy	+7,370	New	+$189K	0.1%	104

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SGRY Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 10,866 shares — an estimated $235K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SGRY in Q2 2024 and held it in 6 quarters. The position peaked at $284K in Q3 2024. 180 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 10,866 Surgery Partners shares in Q4 2025, an estimated $235K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Surgery Partners in Q2 2024 and held it in 6 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Surgery Partners position peaked at $284K in Q3 2024.
180 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.