FGP
SGRY icon

Freestone Grove Partners’s Surgery Partners SGRY Stock Holding History

Freestone Grove Partners’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
-357,831
Closed -$7.74M – 918
2025
Q3 		$7.74M Buy
+357,831
New +$7.98M 0.06% 311
2025
Q1 		– Sell
-79,211
Closed -$1.68M – 769
2024
Q4 		$1.68M Buy
+79,211
New +$2.08M 0.02% 274

Other funds holding SGRY

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

Freestone Grove Partners's SGRY Position: Q4 2025 in Review

Freestone Grove Partners sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 357,831 shares — an estimated $7.74M sold.

Freestone Grove Partners first reported a position in SGRY in Q4 2024 and held it in 2 quarters. The position peaked at $7.74M in Q3 2025. 181 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

  • Freestone Grove Partners reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 357,831 Surgery Partners shares in Q4 2025, an estimated $7.74M.
  • Freestone Grove Partners first reported a position in Surgery Partners in Q4 2024 and held it in 2 quarters.
  • Freestone Grove Partners's Surgery Partners position peaked at $7.74M in Q3 2025.
  • 181 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.