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Global Financial Private Client’s Surgery Partners SGRY Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-5
Closed -$119 – 1343
2025
Q1 		$119 Hold
5
– – ﹤0.01% 1585
2024
Q4 		$106 Buy
+5
New +$131 ﹤0.01% 1474

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Financial Private Client's SGRY Position: Q2 2025 in Review

Global Financial Private Client sold out of Surgery Partners (SGRY) in Q2 2025, closing a stake of 5 shares — an estimated $119 sold.

Global Financial Private Client first reported a position in SGRY in Q4 2024 and held it in 2 quarters. The position peaked at $119 in Q1 2025. 201 funds tracked by Wall St. Rank hold SGRY as of Q2 2025.

  • Global Financial Private Client reported no remaining Surgery Partners position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 5 Surgery Partners shares in Q2 2025, an estimated $119.
  • Global Financial Private Client first reported a position in Surgery Partners in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Surgery Partners position peaked at $119 in Q1 2025.
  • 201 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.