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
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 $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
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