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 Q2	$26K	Sell	1,557 -88	-5%	-$1.24K	﹤0.01%	790
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 $4.82B AUM 35.43% 1-Year Est. Return

Jupiter Topco New York $245B AUM

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harbor Capital Advisors's SGRY Position: Q2 2026 in Review

Harbor Capital Advisors reduced its Surgery Partners (SGRY) stake by 5.3% in Q2 2026, selling an estimated $1.24K and leaving 1,557 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Harbor Capital Advisors first reported a position in SGRY in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q3 2024. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Harbor Capital Advisors held 1,557 shares of Surgery Partners worth $26K as of Q2 2026.
Harbor Capital Advisors sold 88 Surgery Partners shares in Q2 2026, an estimated $1.24K.
Surgery Partners made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q2 2026, its #790 holding.
Harbor Capital Advisors first reported a position in Surgery Partners in Q2 2023 and has held it in 11 quarters since.
Harbor Capital Advisors's Surgery Partners position peaked at $1.74M in Q3 2024.
187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.