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Graypoint LLC’s Surgery Partners SGRY Stock Holding History

Graypoint LLC’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 		$445K Buy
+20,000
New +$445K 0.03% 345

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

Graypoint LLC's SGRY Position: Q2 2025 in Review

Graypoint LLC opened a new position in Surgery Partners (SGRY) in Q2 2025: 20,000 shares worth $445K. The stake represents 0.03% of the portfolio and ranks #345 among its holdings.

201 funds tracked by Wall St. Rank hold SGRY as of Q2 2025.

  • Graypoint LLC held 20,000 shares of Surgery Partners worth $445K as of Q2 2025.
  • Surgery Partners was a new Graypoint LLC position in Q2 2025.
  • Surgery Partners made up 0.03% of Graypoint LLC's portfolio in Q2 2025, its #345 holding.
  • 201 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.