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Modera Wealth Management’s Surgery Partners SGRY Stock Holding History

Modera Wealth 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
2025
Q4 		– Sell
-10,257
Closed -$222K – 664
2025
Q3 		$222K Hold
10,257
– – ﹤0.01% 612
2025
Q2 		$228K Hold
10,257
– – ﹤0.01% 597
2025
Q1 		$244K Buy
+10,257
New +$243K ﹤0.01% 557

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
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Modera Wealth Management's SGRY Position: Q4 2025 in Review

Modera Wealth Management sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 10,257 shares — an estimated $222K sold.

Modera Wealth Management first reported a position in SGRY in Q1 2025 and held it in 3 quarters. The position peaked at $244K in Q1 2025. 181 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

  • Modera Wealth Management reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
  • Modera Wealth Management sold 10,257 Surgery Partners shares in Q4 2025, an estimated $222K.
  • Modera Wealth Management first reported a position in Surgery Partners in Q1 2025 and held it in 3 quarters.
  • Modera Wealth Management's Surgery Partners position peaked at $244K in Q1 2025.
  • 181 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on Modera Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.