GAMMA Investing’s Surgery Partners SGRY Stock Holding History

GAMMA Investing’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 Q3	$4.48K	Buy	323 +75	+30%	+$1.13K	﹤0.01%	3699
2026 Q2	$4.17K	Sell	248 -111	-31%	-$1.56K	﹤0.01%	3547
2026 Q1	$4.28K	Buy	359 +31	+9%	+$445	﹤0.01%	3418
2025 Q4	$5.07K	Buy	328 +115	+54%	+$2.11K	﹤0.01%	3264
2025 Q3	$4.61K	Buy	213 +59	+38%	+$1.32K	﹤0.01%	3211
2025 Q2	$3.42K	Sell	154 -220	-59%	-$4.89K	﹤0.01%	3248
2025 Q1	$8.88K	Buy	374 +263	+237%	+$6.22K	﹤0.01%	2806
2024 Q4	$2.35K	Sell	111 -16	-13%	-$420	﹤0.01%	3171
2024 Q3	$4.09K	Buy	127 +89	+234%	+$2.63K	﹤0.01%	2822
2024 Q2	$904	Buy	38 +20	+111%	+$513	﹤0.01%	3082
2024 Q1	$537	Hold	18	–	–	﹤0.01%	3092
2023 Q4	$552	Buy	+18	New	+$522	﹤0.01%	2943

Other funds holding SGRY

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GAMMA Investing's SGRY Position: Q3 2026 in Review

GAMMA Investing increased its Surgery Partners (SGRY) stake by 30% in Q3 2026, buying an estimated $1.13K and bringing the position to 323 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3699.

GAMMA Investing first reported a position in SGRY in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.88K in Q1 2025. 5 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

GAMMA Investing held 323 shares of Surgery Partners worth $4.48K as of Q3 2026.
GAMMA Investing bought 75 Surgery Partners shares in Q3 2026, an estimated $1.13K.
Surgery Partners made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3699 holding.
GAMMA Investing first reported a position in Surgery Partners in Q4 2023 and has held it in 12 quarters since.
GAMMA Investing's Surgery Partners position peaked at $8.88K in Q1 2025.
5 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.