HWM
SGRY icon

Hemington Wealth Management’s Surgery Partners SGRY Stock Holding History

Hemington Wealth Management’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
Q3 		$0 Sell
15
-1
-6% -$22 ﹤0.01% 1697
2025
Q2 		$0 Sell
16
-4
-20% -$89 ﹤0.01% 1690
2025
Q1 		$0 Sell
20
-13
-39% -$308 ﹤0.01% 1719
2024
Q4 		$0 Sell
33
-7
-18% -$184 ﹤0.01% 1757
2024
Q3 		$1K Buy
+40
New +$1.18K ﹤0.01% 1409

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

Hemington Wealth Management's SGRY Position: Q3 2025 in Review

Hemington Wealth Management reduced its Surgery Partners (SGRY) stake by 6.3% in Q3 2025, selling an estimated $22 and leaving 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Hemington Wealth Management first reported a position in SGRY in Q3 2024 and has held it in 5 quarters since. The position peaked at $1K in Q3 2024. 199 funds tracked by Wall St. Rank hold SGRY as of Q3 2025.

  • Hemington Wealth Management held 15 shares of Surgery Partners worth $0 as of Q3 2025.
  • Hemington Wealth Management sold 1 Surgery Partners share in Q3 2025, an estimated $22.
  • Surgery Partners made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1697 holding.
  • Hemington Wealth Management first reported a position in Surgery Partners in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Surgery Partners position peaked at $1K in Q3 2024.
  • 199 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.