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Kestra Investment Management’s Surgery Partners SGRY Stock Holding History

Kestra 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
2025
Q3 		– Sell
-232
Closed -$5.19K – 902
2025
Q2 		$5.19K Buy
232
+209
+909% +$4.65K ﹤0.01% 791
2025
Q1 		$547 Buy
+23
New +$544 ﹤0.01% 870

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Investment Management's SGRY Position: Q3 2025 in Review

Kestra Investment Management sold out of Surgery Partners (SGRY) in Q3 2025, closing a stake of 232 shares — an estimated $5.19K sold.

Kestra Investment Management first reported a position in SGRY in Q1 2025 and held it in 2 quarters. The position peaked at $5.19K in Q2 2025. 199 funds tracked by Wall St. Rank hold SGRY as of Q3 2025.

  • Kestra Investment Management reported no remaining Surgery Partners position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 232 Surgery Partners shares in Q3 2025, an estimated $5.19K.
  • Kestra Investment Management first reported a position in Surgery Partners in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Surgery Partners position peaked at $5.19K in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.