Level Four Advisory Services’s Surgery Partners SGRY Stock Holding History

Level Four Advisory Services’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	$141K	Buy	11,853 +1,278	+12%	+$18.3K	﹤0.01%	846
2025 Q4	$163K	Buy	10,575 +143	+1%	+$2.63K	0.01%	820
2025 Q3	$226K	Buy	+10,432	New	+$233K	0.01%	745
2022 Q3	–	Sell	-20,194	Closed	-$584K	–	577
2022 Q2	$584K	Buy	+20,194	New	+$882K	0.06%	308
2021 Q4	–	Sell	-8,798	Closed	-$373K	–	671
2021 Q3	$373K	Buy	8,798 +2,369	+37%	+$121K	0.04%	348
2021 Q2	$428K	Buy	+6,429	New	+$349K	0.03%	437

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

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

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Level Four Advisory Services's SGRY Position: Q1 2026 in Review

Level Four Advisory Services increased its Surgery Partners (SGRY) stake by 12% in Q1 2026, buying an estimated $18.3K and bringing the position to 11,853 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Level Four Advisory Services first reported a position in SGRY in Q2 2021 and has held it in 6 quarters since. The position peaked at $584K in Q2 2022. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

Level Four Advisory Services held 11,853 shares of Surgery Partners worth $141K as of Q1 2026.
Level Four Advisory Services bought 1,278 Surgery Partners shares in Q1 2026, an estimated $18.3K.
Surgery Partners made up ﹤0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #846 holding.
Level Four Advisory Services first reported a position in Surgery Partners in Q2 2021 and has held it in 6 quarters since.
Level Four Advisory Services's Surgery Partners position peaked at $584K in Q2 2022.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.