INTECH Investment Management’s Surgery Partners SGRY Stock Holding History

INTECH Investment Management’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	$288K	Sell	17,155 -403	-2%	-$5.66K	﹤0.01%	1601
2026 Q1	$209K	Sell	17,558 -11,828	-40%	-$170K	﹤0.01%	1734
2025 Q4	$454K	Hold	29,386	–	–	﹤0.01%	1561
2025 Q3	$636K	Sell	29,386 -6,978	-19%	-$156K	0.01%	1441
2025 Q2	$808K	Hold	36,364	–	–	0.01%	1333
2025 Q1	$864K	Buy	36,364 +5,204	+17%	+$123K	0.01%	1290
2024 Q4	$660K	Buy	31,160 +11,697	+60%	+$307K	0.01%	1404
2024 Q3	$627K	Buy	+19,463	New	+$575K	0.01%	1101

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

INTECH Investment Management's SGRY Position: Q2 2026 in Review

INTECH Investment Management reduced its Surgery Partners (SGRY) stake by 2.3% in Q2 2026, selling an estimated $5.66K and leaving 17,155 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

INTECH Investment Management first reported a position in SGRY in Q3 2024 and has held it in 8 quarters since. The position peaked at $864K in Q1 2025. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

INTECH Investment Management held 17,155 shares of Surgery Partners worth $288K as of Q2 2026.
INTECH Investment Management sold 403 Surgery Partners shares in Q2 2026, an estimated $5.66K.
Surgery Partners made up ﹤0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1601 holding.
INTECH Investment Management first reported a position in Surgery Partners in Q3 2024 and has held it in 8 quarters since.
INTECH Investment Management's Surgery Partners position peaked at $864K in Q1 2025.
187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.