Hughes Financial Services’s Surgery Partners SGRY Stock Holding History

Hughes Financial Services’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	–	Sell	-1	Closed	-$12	–	1929
2026 Q1	$12	Buy	+1	New	+$14	﹤0.01%	1674
2025 Q2	–	Sell	-21	Closed	-$493	–	1208
2025 Q1	$493	Buy	+21	New	+$497	﹤0.01%	927

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

Hughes Financial Services's SGRY Position: Q2 2026 in Review

Hughes Financial Services sold out of Surgery Partners (SGRY) in Q2 2026, closing a stake of 1 share — an estimated $12 sold.

Hughes Financial Services first reported a position in SGRY in Q1 2025 and held it in 2 quarters. The position peaked at $493 in Q1 2025. 188 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Hughes Financial Services reported no remaining Surgery Partners position as of Q2 2026 after selling out during the quarter.
Hughes Financial Services sold 1 Surgery Partners share in Q2 2026, an estimated $12.
Hughes Financial Services first reported a position in Surgery Partners in Q1 2025 and held it in 2 quarters.
Hughes Financial Services's Surgery Partners position peaked at $493 in Q1 2025.
188 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.