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 Q2	$238K	Buy	14,157 +2,304	+19%	+$32.4K	0.01%	833
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 $4.82B AUM 35.43% 1-Year Est. Return

Jupiter Topco New York $245B AUM

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KSCM

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Level Four Advisory Services's SGRY Position: Q2 2026 in Review

Level Four Advisory Services increased its Surgery Partners (SGRY) stake by 19% in Q2 2026, buying an estimated $32.4K and bringing the position to 14,157 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #833.

Level Four Advisory Services first reported a position in SGRY in Q2 2021 and has held it in 7 quarters since. The position peaked at $584K in Q2 2022. 188 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Level Four Advisory Services held 14,157 shares of Surgery Partners worth $238K as of Q2 2026.
Level Four Advisory Services bought 2,304 Surgery Partners shares in Q2 2026, an estimated $32.4K.
Surgery Partners made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #833 holding.
Level Four Advisory Services first reported a position in Surgery Partners in Q2 2021 and has held it in 7 quarters since.
Level Four Advisory Services's Surgery Partners position peaked at $584K in Q2 2022.
188 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.