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Fortitude Family Office’s Surgery Partners SGRY Stock Holding History

Fortitude Family Office’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
-23
Closed -$498 – 2097
2025
Q3 		$498 Hold
23
– – ﹤0.01% 1811
2025
Q2 		$511 Buy
+23
New +$511 ﹤0.01% 1801

Other funds holding SGRY

Bain Capital Investors
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Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
Pentwater Capital Management
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Fortitude Family Office's SGRY Position: Q4 2025 in Review

Fortitude Family Office sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 23 shares — an estimated $498 sold.

Fortitude Family Office first reported a position in SGRY in Q2 2025 and held it in 2 quarters. The position peaked at $511 in Q2 2025. 181 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

  • Fortitude Family Office reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
  • Fortitude Family Office sold 23 Surgery Partners shares in Q4 2025, an estimated $498.
  • Fortitude Family Office first reported a position in Surgery Partners in Q2 2025 and held it in 2 quarters.
  • Fortitude Family Office's Surgery Partners position peaked at $511 in Q2 2025.
  • 181 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.