Inspire Investing’s Surgery Partners SGRY Stock Holding History

Inspire Investing’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	$517K	Buy	43,409 +13,336	+44%	+$191K	0.03%	575
2025 Q4	$465K	Buy	30,073 +9,384	+45%	+$172K	0.04%	700
2025 Q3	$448K	Buy	20,689 +3,042	+17%	+$67.9K	0.04%	730
2025 Q2	$392K	Buy	17,647 +3,138	+22%	+$69.8K	0.04%	416
2025 Q1	$345K	Sell	14,509 -4,525	-24%	-$107K	0.04%	468
2024 Q4	$403K	Buy	19,034 +6,131	+48%	+$161K	0.05%	420
2024 Q3	$416K	Sell	12,903 -2,168	-14%	-$64K	0.04%	384
2024 Q2	$359K	Buy	15,071 +2,938	+24%	+$75.4K	0.04%	368
2024 Q1	$362K	Sell	12,133 -231	-2%	-$7.23K	0.04%	439
2023 Q4	$396K	Sell	12,364 -5,739	-32%	-$167K	0.04%	416
2023 Q3	$530K	Buy	18,103 +11,147	+160%	+$401K	0.07%	277
2023 Q2	$313K	Sell	6,956 -947	-12%	-$36.1K	0.04%	688
2023 Q1	$272K	Sell	7,903 -592	-7%	-$19.2K	0.03%	664
2022 Q4	$237K	Sell	8,495 -206	-2%	-$5.46K	0.03%	411
2022 Q3	$204K	Buy	+8,701	New	+$278K	0.03%	730

Other funds holding SGRY

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

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM