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
Q3 		$331K Sell
23,846
-15,458
-39% -$232K ﹤0.01% 5451
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial's SGRY Position: Q3 2026 in Review

LPL Financial reduced its Surgery Partners (SGRY) stake by 39% in Q3 2026, selling an estimated $232K and leaving 23,846 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #5451.

LPL Financial first reported a position in SGRY in Q4 2021 and has held it in 11 quarters since. The position peaked at $660K in Q2 2026. 134 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

  • LPL Financial held 23,846 shares of Surgery Partners worth $331K as of Q3 2026.
  • LPL Financial sold 15,458 Surgery Partners shares in Q3 2026, an estimated $232K.
  • Surgery Partners made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5451 holding.
  • LPL Financial first reported a position in Surgery Partners in Q4 2021 and has held it in 11 quarters since.
  • LPL Financial's Surgery Partners position peaked at $660K in Q2 2026.
  • 134 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.