J. Safra Asset Management’s Surgery Partners SGRY Stock Holding History

J. Safra Asset 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 Q1	–	Sell	-221	Closed	-$3.41K	–	661
2025 Q4	$3.41K	Hold	221	–	–	﹤0.01%	483
2025 Q3	$4.78K	Hold	221	–	–	﹤0.01%	313
2025 Q2	$4.91K	Hold	221	–	–	﹤0.01%	326
2025 Q1	$5.25K	Buy	221 +185	+514%	+$4.38K	﹤0.01%	310
2024 Q4	$741	Hold	36	–	–	﹤0.01%	315
2024 Q3	$1.15K	Buy	+36	New	+$1.06K	﹤0.01%	273

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

KSCM

King Street Capital Management New York $190M AUM 16.01% 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

J. Safra Asset Management's SGRY Position: Q1 2026 in Review

J. Safra Asset Management sold out of Surgery Partners (SGRY) in Q1 2026, closing a stake of 221 shares — an estimated $3.41K sold.

J. Safra Asset Management first reported a position in SGRY in Q3 2024 and held it in 6 quarters. The position peaked at $5.25K in Q1 2025. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

J. Safra Asset Management reported no remaining Surgery Partners position as of Q1 2026 after selling out during the quarter.
J. Safra Asset Management sold 221 Surgery Partners shares in Q1 2026, an estimated $3.41K.
J. Safra Asset Management first reported a position in Surgery Partners in Q3 2024 and held it in 6 quarters.
J. Safra Asset Management's Surgery Partners position peaked at $5.25K in Q1 2025.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.