HSBC Holdings
SGRY icon

HSBC Holdings’s Surgery Partners SGRY Stock Holding History

HSBC Holdings’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 		$22.6M Sell
1,915,668
-15,909
-0.8% -$228K 0.01% 709
2025
Q4 		$30.2M Buy
1,931,577
+985,748
+104% +$18.1M 0.02% 626
2025
Q3 		$20.6M Buy
945,829
+934,825
+8,495% +$20.9M 0.01% 712
2025
Q2 		$243K Sell
11,004
-1,381
-11% -$30.7K ﹤0.01% 2578
2025
Q1 		$295K Sell
12,385
-14,797
-54% -$350K ﹤0.01% 2386
2024
Q4 		$574K Sell
27,182
-4,425
-14% -$116K ﹤0.01% 2092
2024
Q3 		$1.01M Sell
31,607
-18,660
-37% -$551K ﹤0.01% 1693
2024
Q2 		$1.18M Buy
50,267
+41,611
+481% +$1.07M ﹤0.01% 1603
2024
Q1 		$258K Sell
8,656
-13,797
-61% -$432K ﹤0.01% 2539
2023
Q4 		$710K Buy
22,453
+10,063
+81% +$292K ﹤0.01% 1910
2023
Q3 		$361K Buy
+12,390
New +$445K ﹤0.01% 2113
2022
Q4 		– Sell
-13,918
Closed -$335K – 3181
2022
Q3 		$335K Buy
+13,918
New +$444K ﹤0.01% 2357
2022
Q2 		– Sell
-4,830
Closed -$264K – 3424
2022
Q1 		$264K Sell
4,830
-3,299
-41% -$163K ﹤0.01% 2836
2021
Q4 		$436K Buy
+8,129
New +$377K ﹤0.01% 2549
2021
Q3 		– Sell
-4,393
Closed -$291K – 3151
2021
Q2 		$291K Buy
+4,393
New +$239K ﹤0.01% 2541
2020
Q1 		– Sell
-20,824
Closed -$327K – 2989
2019
Q4 		$327K Sell
20,824
-20,980
-50% -$238K ﹤0.01% 2485
2019
Q3 		$308K Buy
+41,804
New +$299K ﹤0.01% 2607

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

HSBC Holdings's SGRY Position: Q1 2026 in Review

HSBC Holdings reduced its Surgery Partners (SGRY) stake by 0.82% in Q1 2026, selling an estimated $228K and leaving 1,915,668 shares worth $22.6M. The position accounts for 0.01% of the portfolio, ranked #709.

HSBC Holdings first reported a position in SGRY in Q3 2019 and has held it in 17 quarters since. The position peaked at $30.2M in Q4 2025. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • HSBC Holdings held 1,915,668 shares of Surgery Partners worth $22.6M as of Q1 2026.
  • HSBC Holdings sold 15,909 Surgery Partners shares in Q1 2026, an estimated $228K.
  • Surgery Partners made up 0.01% of HSBC Holdings's portfolio in Q1 2026, its #709 holding.
  • HSBC Holdings first reported a position in Surgery Partners in Q3 2019 and has held it in 17 quarters since.
  • HSBC Holdings's Surgery Partners position peaked at $30.2M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.