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 Q2	–	Sell	-20,488	Closed	-$244K	–	3319
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 $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

Franklin Resources's SGRY Position: Q2 2026 in Review

Franklin Resources sold out of Surgery Partners (SGRY) in Q2 2026, closing a stake of 20,488 shares — an estimated $244K sold.

Franklin Resources first reported a position in SGRY in Q2 2023 and held it in 12 quarters. The position peaked at $677K in Q3 2024. 188 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Franklin Resources reported no remaining Surgery Partners position as of Q2 2026 after selling out during the quarter.
Franklin Resources sold 20,488 Surgery Partners shares in Q2 2026, an estimated $244K.
Franklin Resources first reported a position in Surgery Partners in Q2 2023 and held it in 12 quarters.
Franklin Resources's Surgery Partners position peaked at $677K in Q3 2024.
188 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.