Goldman Sachs
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Goldman Sachs’s Surgery Partners SGRY Stock Holding History

Goldman Sachs’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
Q1 		– Sell
-41,000
Closed -$868K – 6368
2024
Q4 		$868K Buy
41,000
+19,000
+86% +$499K ﹤0.01% 4911
2024
Q3 		$709K Buy
+22,000
New +$650K ﹤0.01% 4857

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
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
BlackRock
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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs's SGRY Position: Q2 2026 in Review

Goldman Sachs reduced its Surgery Partners (SGRY) stake by 16% in Q2 2026, selling an estimated $2.82M and leaving 1,079,626 shares worth $18.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2738.

Goldman Sachs first reported a position in SGRY in Q4 2015 and has held it in 38 quarters since. The position peaked at $43M in Q2 2023. 188 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Goldman Sachs held 1,079,626 shares of Surgery Partners worth $18.1M as of Q2 2026.
  • Goldman Sachs sold 200,926 Surgery Partners shares in Q2 2026, an estimated $2.82M.
  • Surgery Partners made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #2738 holding.
  • Goldman Sachs first reported a position in Surgery Partners in Q4 2015 and has held it in 38 quarters since.
  • Goldman Sachs's Surgery Partners position peaked at $43M in Q2 2023.
  • 188 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.