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SGRY icon

HRT Financial’s Surgery Partners SGRY Stock Holding History

HRT Financial’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 		– Sell
-17,700
Closed -$273K – 4633
2025
Q4 		$273K Sell
17,700
-68,269
-79% -$1.25M ﹤0.01% 2431
2025
Q3 		$1.86M Buy
+85,969
New +$1.92M 0.01% 1179
2025
Q2 		– Sell
-35,278
Closed -$837K – 3429
2025
Q1 		$837K Buy
35,278
+21,203
+151% +$502K 0.01% 1200
2024
Q4 		$297K Sell
14,075
-6,864
-33% -$180K ﹤0.01% 1725
2024
Q3 		$675K Buy
+20,939
New +$618K ﹤0.01% 1446
2024
Q1 		– Sell
-17,853
Closed -$571K – 3006
2023
Q4 		$571K Sell
17,853
-33,689
-65% -$978K ﹤0.01% 1288
2023
Q3 		$1.51M Buy
+51,542
New +$1.85M 0.02% 757
2022
Q4 		– Sell
-52,879
Closed -$1.24M – 3060
2022
Q3 		$1.24M Buy
52,879
+70
+0.1% +$2.23K 0.01% 794
2022
Q2 		$1.53M Buy
+52,809
New +$2.31M 0.02% 687
2021
Q4 		– Sell
-39,792
Closed -$1.68M – 3981
2021
Q3 		$1.68M Buy
+39,792
New +$2.03M 0.01% 852

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
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

HRT Financial's SGRY Position: Q1 2026 in Review

HRT Financial sold out of Surgery Partners (SGRY) in Q1 2026, closing a stake of 17,700 shares — an estimated $273K sold.

HRT Financial first reported a position in SGRY in Q3 2021 and held it in 10 quarters. The position peaked at $1.86M in Q3 2025. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • HRT Financial reported no remaining Surgery Partners position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 17,700 Surgery Partners shares in Q1 2026, an estimated $273K.
  • HRT Financial first reported a position in Surgery Partners in Q3 2021 and held it in 10 quarters.
  • HRT Financial's Surgery Partners position peaked at $1.86M in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.