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Larson Financial Group’s Surgery Partners SGRY Stock Holding History

Larson Financial Group’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
Q4 		– Sell
-20
Closed -$433 – 3637
2025
Q3 		$433 Hold
20
– – ﹤0.01% 3135
2025
Q2 		$445 Buy
+20
New +$445 ﹤0.01% 2891

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

Larson Financial Group's SGRY Position: Q4 2025 in Review

Larson Financial Group sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 20 shares — an estimated $433 sold.

Larson Financial Group first reported a position in SGRY in Q2 2025 and held it in 2 quarters. The position peaked at $445 in Q2 2025. 180 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

  • Larson Financial Group reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 20 Surgery Partners shares in Q4 2025, an estimated $433.
  • Larson Financial Group first reported a position in Surgery Partners in Q2 2025 and held it in 2 quarters.
  • Larson Financial Group's Surgery Partners position peaked at $445 in Q2 2025.
  • 180 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.