Harbor Capital Advisors’s Surgery Partners SGRY Stock Holding History

Harbor Capital Advisors’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 Q1	$20K	Buy	1,645 +783	+91%	+$11.2K	﹤0.01%	842
2025 Q4	$13K	Sell	862 -15	-2%	-$276	﹤0.01%	882
2025 Q3	$19K	Buy	877 +155	+21%	+$3.46K	﹤0.01%	824
2025 Q2	$16K	Buy	722 +83	+13%	+$1.84K	﹤0.01%	840
2025 Q1	$15K	Sell	639 -66,804	-99%	-$1.58M	﹤0.01%	863
2024 Q4	$1.43M	Buy	67,443 +13,588	+25%	+$357K	0.06%	383
2024 Q3	$1.74M	Buy	53,855 +7,441	+16%	+$220K	0.08%	341
2024 Q2	$1.1M	Sell	46,414 -533	-1%	-$13.7K	0.08%	332
2024 Q1	$1.4M	Buy	+46,947	New	+$1.47M	0.18%	145
2023 Q3	–	Sell	-818	Closed	-$36.8K	–	615
2023 Q2	$36.8K	Buy	+818	New	+$31.2K	0.01%	527

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harbor Capital Advisors's SGRY Position: Q1 2026 in Review

Harbor Capital Advisors increased its Surgery Partners (SGRY) stake by 91% in Q1 2026, buying an estimated $11.2K and bringing the position to 1,645 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Harbor Capital Advisors first reported a position in SGRY in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.74M in Q3 2024. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

Harbor Capital Advisors held 1,645 shares of Surgery Partners worth $20K as of Q1 2026.
Harbor Capital Advisors bought 783 Surgery Partners shares in Q1 2026, an estimated $11.2K.
Surgery Partners made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q1 2026, its #842 holding.
Harbor Capital Advisors first reported a position in Surgery Partners in Q2 2023 and has held it in 10 quarters since.
Harbor Capital Advisors's Surgery Partners position peaked at $1.74M in Q3 2024.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.