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Luken Investment Analytics’s Surgery Partners SGRY Stock Holding History

Luken Investment Analytics’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 		– Sell
-1,275
Closed -$19.7K – 358
2025
Q4 		$19.7K Buy
+1,275
New +$23.4K 0.01% 131

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Luken Investment Analytics's SGRY Position: Q1 2026 in Review

Luken Investment Analytics sold out of Surgery Partners (SGRY) in Q1 2026, closing a stake of 1,275 shares — an estimated $19.7K sold.

Luken Investment Analytics first reported a position in SGRY in Q4 2025 and held it in 1 quarter. The position peaked at $19.7K in Q4 2025. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • Luken Investment Analytics reported no remaining Surgery Partners position as of Q1 2026 after selling out during the quarter.
  • Luken Investment Analytics sold 1,275 Surgery Partners shares in Q1 2026, an estimated $19.7K.
  • Luken Investment Analytics first reported a position in Surgery Partners in Q4 2025 and held it in 1 quarter.
  • Luken Investment Analytics's Surgery Partners position peaked at $19.7K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Luken Investment Analytics's 13F filing for Q1 2026, filed 12 May 2026.