MAI Capital Management’s Surgery Partners SGRY Stock Holding History

MAI 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	–	Sell	-21	Closed	-$251	–	4273
2026 Q1	$251	Buy	+21	New	+$301	﹤0.01%	4570

Other funds holding SGRY

BCI

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

Jupiter Topco New York $245B AUM

PCM

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

MAI Capital Management's SGRY Position: Q2 2026 in Review

MAI Capital Management sold out of Surgery Partners (SGRY) in Q2 2026, closing a stake of 21 shares — an estimated $251 sold.

MAI Capital Management first reported a position in SGRY in Q1 2026 and held it in 1 quarter. The position peaked at $251 in Q1 2026. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

MAI Capital Management reported no remaining Surgery Partners position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 21 Surgery Partners shares in Q2 2026, an estimated $251.
MAI Capital Management first reported a position in Surgery Partners in Q1 2026 and held it in 1 quarter.
MAI Capital Management's Surgery Partners position peaked at $251 in Q1 2026.
187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.