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IFP Advisors’s Surgery Partners SGRY Stock Holding History

IFP 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 		– Sell
-115
Closed -$1.37K – 5269
2026
Q1 		$1.37K Hold
115
– – ﹤0.01% 4089
2025
Q4 		$1.78K Sell
115
-48
-29% -$882 ﹤0.01% 3881
2025
Q3 		$3.53K Buy
163
+149
+1,064% +$3.32K ﹤0.01% 3447
2025
Q2 		$577 Buy
+14
New +$311 ﹤0.01% 4399
2025
Q1 		– Sell
-1
Closed -$21 – 4595
2024
Q4 		$21 Buy
+1
New +$26 ﹤0.01% 4448
2023
Q1 		– Sell
-2,100
Closed -$34K – 4269
2022
Q4 		$34K Sell
2,100
-1,200
-36% -$31.8K ﹤0.01% 2516
2022
Q3 		$53K Hold
3,300
– – ﹤0.01% 2326
2022
Q2 		$53K Hold
3,300
– – ﹤0.01% 2133
2022
Q1 		$53K Buy
+3,300
New +$163K ﹤0.01% 2133
2020
Q3 		– Sell
-500
Closed -$8.89K – 2986
2020
Q2 		$6K Hold
500
– – ﹤0.01% 2022
2020
Q1 		$4K Hold
500
– – ﹤0.01% 2173
2019
Q4 		$8K Hold
500
– – ﹤0.01% 2026
2019
Q3 		$4K Buy
+500
New +$3.58K ﹤0.01% 2451
2019
Q1 		– Sell
-500
Closed -$5K – 3263
2018
Q4 		$5K Sell
500
-1,500
-75% -$20.1K ﹤0.01% 2866
2018
Q3 		$33K Buy
2,000
+1,500
+300% +$23.9K ﹤0.01% 2148
2018
Q2 		$7K Hold
500
– – ﹤0.01% 3109
2018
Q1 		$6K Hold
500
– – ﹤0.01% 3095
2017
Q4 		$6K Buy
+500
New +$4.78K ﹤0.01% 3141
2016
Q3 		– Sell
-18
Closed – – 4024
2016
Q2 		$0 Buy
+18
New +$268 ﹤0.01% 4044
2016
Q1 		– Sell
-18
Closed – – 3268
2015
Q4 		$0 Buy
+18
New +$344 ﹤0.01% 3787

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

IFP Advisors's SGRY Position: Q2 2026 in Review

IFP Advisors sold out of Surgery Partners (SGRY) in Q2 2026, closing a stake of 115 shares — an estimated $1.37K sold.

IFP Advisors first reported a position in SGRY in Q4 2015 and held it in 20 quarters. The position peaked at $53K in Q3 2022. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • IFP Advisors reported no remaining Surgery Partners position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 115 Surgery Partners shares in Q2 2026, an estimated $1.37K.
  • IFP Advisors first reported a position in Surgery Partners in Q4 2015 and held it in 20 quarters.
  • IFP Advisors's Surgery Partners position peaked at $53K in Q3 2022.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.