LPL Financial
SGRY icon

LPL Financial’s Surgery Partners SGRY Stock Holding History

LPL Financial’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 		$660K Buy
39,304
+3,360
+9% +$47.2K ﹤0.01% 4780
2026
Q1 		$428K Buy
35,944
+10,537
+41% +$151K ﹤0.01% 4900
2025
Q4 		$393K Buy
25,407
+1,565
+7% +$28.8K ﹤0.01% 4936
2025
Q3 		$516K Buy
23,842
+4,150
+21% +$92.6K ﹤0.01% 4597
2025
Q2 		$438K Buy
19,692
+2,352
+14% +$52.3K ﹤0.01% 4478
2025
Q1 		$412K Buy
17,340
+591
+4% +$14K ﹤0.01% 4345
2024
Q4 		$355K Buy
16,749
+3,062
+22% +$80.3K ﹤0.01% 4380
2024
Q3 		$441K Buy
+13,687
New +$404K ﹤0.01% 4110
2022
Q2 		– Sell
-5,086
Closed -$280K – 4524
2022
Q1 		$280K Buy
5,086
+678
+15% +$33.5K ﹤0.01% 3614
2021
Q4 		$235K Buy
+4,408
New +$204K ﹤0.01% 3875

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LPL Financial's SGRY Position: Q2 2026 in Review

LPL Financial increased its Surgery Partners (SGRY) stake by 9.3% in Q2 2026, buying an estimated $47.2K and bringing the position to 39,304 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #4780.

LPL Financial first reported a position in SGRY in Q4 2021 and has held it in 10 quarters since. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • LPL Financial held 39,304 shares of Surgery Partners worth $660K as of Q2 2026.
  • LPL Financial bought 3,360 Surgery Partners shares in Q2 2026, an estimated $47.2K.
  • Surgery Partners made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4780 holding.
  • LPL Financial first reported a position in Surgery Partners in Q4 2021 and has held it in 10 quarters since.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.