Franklin Resources
SGRY icon

Franklin Resources’s Surgery Partners SGRY Stock Holding History

Franklin Resources’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
Q1 		$244K Hold
20,488
– – ﹤0.01% 2721
2025
Q4 		$317K Sell
20,488
-75
-0.4% -$1.38K ﹤0.01% 2601
2025
Q3 		$445K Hold
20,563
– – ﹤0.01% 2484
2025
Q2 		$457K Sell
20,563
-61
-0.3% -$1.36K ﹤0.01% 2360
2025
Q1 		$490K Buy
20,624
+61
+0.3% +$1.44K ﹤0.01% 2269
2024
Q4 		$435K Sell
20,563
-761
-4% -$20K ﹤0.01% 2352
2024
Q3 		$677K Buy
21,324
+3,487
+20% +$103K ﹤0.01% 2144
2024
Q2 		$424K Buy
17,837
+2,999
+20% +$77K ﹤0.01% 2302
2024
Q1 		$443K Hold
14,838
– – ﹤0.01% 2307
2023
Q4 		$475K Sell
14,838
-10
-0.1% -$290 ﹤0.01% 1968
2023
Q3 		$434K Hold
14,848
– – ﹤0.01% 1991
2023
Q2 		$668K Buy
+14,848
New +$567K ﹤0.01% 1829

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM