Los Angeles Capital Management’s Surgery Partners SGRY Stock Holding History

Los Angeles Capital 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
2026 Q2	$7.09K	Hold	422	–	–	﹤0.01%	2041
2026 Q1	$5.03K	Hold	422	–	–	﹤0.01%	2127
2025 Q4	$9.35K	Buy	+422	New	+$7.76K	﹤0.01%	2108
2024 Q4	–	Sell	-19,174	Closed	-$618K	–	1232
2024 Q3	$618K	Hold	19,174	–	–	﹤0.01%	802
2024 Q2	$456K	Sell	19,174 -1,950	-9%	-$50K	﹤0.01%	882
2024 Q1	$630K	Buy	21,124 +3,720	+21%	+$116K	﹤0.01%	809
2023 Q4	$557K	Buy	17,404 +8,259	+90%	+$240K	﹤0.01%	838
2023 Q3	$267K	Buy	9,145 +359	+4%	+$12.9K	﹤0.01%	989
2023 Q2	$395K	Buy	8,786 +169	+2%	+$6.45K	﹤0.01%	927
2023 Q1	$297K	Sell	8,617 -574	-6%	-$18.6K	﹤0.01%	1009
2022 Q4	$256K	Buy	+9,191	New	+$243K	﹤0.01%	1085
2020 Q3	–	Sell	-41,055	Closed	-$475K	–	1510
2020 Q2	$475K	Buy	41,055 +8,648	+27%	+$94.8K	﹤0.01%	1128
2020 Q1	$212K	Buy	32,407 +13,310	+70%	+$190K	﹤0.01%	1155
2019 Q4	$299K	Buy	+19,097	New	+$217K	﹤0.01%	1128

Other funds holding SGRY

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

Los Angeles Capital Management's SGRY Position: Q2 2026 in Review

Los Angeles Capital Management held its Surgery Partners (SGRY) position steady in Q2 2026 at 422 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Los Angeles Capital Management first reported a position in SGRY in Q4 2019 and has held it in 14 quarters since. The position peaked at $630K in Q1 2024. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Los Angeles Capital Management held 422 shares of Surgery Partners worth $7.09K as of Q2 2026.
Los Angeles Capital Management left its Surgery Partners share count unchanged in Q2 2026.
Surgery Partners made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q2 2026, its #2041 holding.
Los Angeles Capital Management first reported a position in Surgery Partners in Q4 2019 and has held it in 14 quarters since.
Los Angeles Capital Management's Surgery Partners position peaked at $630K in Q1 2024.
187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Los Angeles Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.