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SGRY icon

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
Q2 		$683K Sell
40,669
-2,740
-6% -$38.5K 0.03% 620
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

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

Inspire Investing's SGRY Position: Q2 2026 in Review

Inspire Investing reduced its Surgery Partners (SGRY) stake by 6.3% in Q2 2026, selling an estimated $38.5K and leaving 40,669 shares worth $683K. The position accounts for 0.03% of the portfolio, ranked #620.

Inspire Investing first reported a position in SGRY in Q3 2022 and has held it in 16 quarters since. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Inspire Investing held 40,669 shares of Surgery Partners worth $683K as of Q2 2026.
  • Inspire Investing sold 2,740 Surgery Partners shares in Q2 2026, an estimated $38.5K.
  • Surgery Partners made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #620 holding.
  • Inspire Investing first reported a position in Surgery Partners in Q3 2022 and has held it in 16 quarters since.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.