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Mirabella Financial Services’s Surgery Partners SGRY Stock Holding History

Mirabella Financial Services’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 		$1.1M Buy
+65,430
New +$919K 0.11% 86
2023
Q4 		– Sell
-8,260
Closed -$242K – 571
2023
Q3 		$242K Buy
+8,260
New +$297K 0.03% 318

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

Mirabella Financial Services's SGRY Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Surgery Partners (SGRY) in Q2 2026: 65,430 shares worth $1.1M. The stake represents 0.11% of the portfolio and ranks #86 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in SGRY as recently as Q3 2023.

Mirabella Financial Services first reported a position in SGRY in Q3 2023 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Mirabella Financial Services held 65,430 shares of Surgery Partners worth $1.1M as of Q2 2026.
  • Surgery Partners was a new Mirabella Financial Services position in Q2 2026.
  • Surgery Partners made up 0.11% of Mirabella Financial Services's portfolio in Q2 2026, its #86 holding.
  • Mirabella Financial Services first reported a position in Surgery Partners in Q3 2023 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.