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JFS Wealth Advisors’s Surgery Partners SGRY Stock Holding History

JFS Wealth 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
2025
Q2 		– Sell
-13
Closed -$309 – 1954
2025
Q1 		$309 Sell
13
-4
-24% -$95 ﹤0.01% 1812
2024
Q4 		$360 Sell
17
-40
-70% -$1.05K ﹤0.01% 1813
2024
Q3 		$1.84K Buy
57
+30
+111% +$886 ﹤0.01% 1525
2024
Q2 		$643 Hold
27
– – ﹤0.01% 1766
2024
Q1 		$806 Buy
27
+9
+50% +$282 ﹤0.01% 1705
2023
Q4 		$576 Buy
18
+7
+64% +$203 ﹤0.01% 1776
2023
Q3 		$322 Sell
11
-19
-63% -$683 ﹤0.01% 1808
2023
Q2 		$1.35K Buy
30
+23
+329% +$878 ﹤0.01% 1511
2023
Q1 		$242 Hold
7
– – ﹤0.01% 1806
2022
Q4 		$195 Buy
7
+5
+250% +$132 ﹤0.01% 1834
2022
Q3 		$0 Buy
+2
New +$64 ﹤0.01% 1911
2022
Q2 		– Sell
-12
Closed -$1K – 1917
2022
Q1 		$1K Buy
12
+8
+200% +$396 ﹤0.01% 1723
2021
Q4 		$0 Buy
+4
New +$186 ﹤0.01% 1870

Other funds holding SGRY

BCI
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JFS Wealth Advisors's SGRY Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Surgery Partners (SGRY) in Q2 2025, closing a stake of 13 shares — an estimated $309 sold.

JFS Wealth Advisors first reported a position in SGRY in Q4 2021 and held it in 13 quarters. The position peaked at $1.84K in Q3 2024. 201 funds tracked by Wall St. Rank hold SGRY as of Q2 2025.

  • JFS Wealth Advisors reported no remaining Surgery Partners position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 13 Surgery Partners shares in Q2 2025, an estimated $309.
  • JFS Wealth Advisors first reported a position in Surgery Partners in Q4 2021 and held it in 13 quarters.
  • JFS Wealth Advisors's Surgery Partners position peaked at $1.84K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.