Kestra Investment Management
SGRY icon

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
-209
Closed -$4.65K – 695
2025
Q2 		$4.65K Buy
209
+186
+809% +$4.13K ﹤0.01% 603
2025
Q1 		$547 Buy
+23
New +$544 ﹤0.01% 870

Other funds holding SGRY

Bain Capital Investors
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Pentwater Capital Management
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 209 shares — an estimated $4.65K sold.

Kestra Investment Management first reported a position in SGRY in Q1 2025 and held it in 2 quarters. The position peaked at $4.65K in Q2 2025. 200 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 209 Surgery Partners shares in Q3 2025, an estimated $4.65K.
  • 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 $4.65K in Q2 2025.
  • 200 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.