Natixis Advisors
SGRY icon

Natixis Advisors’s Surgery Partners SGRY Stock Holding History

Natixis Advisors’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 		$443K Buy
+26,421
New +$371K ﹤0.01% 1719
2025
Q4 		– Sell
-13,994
Closed -$303K – 1717
2025
Q3 		$303K Buy
13,994
+2,193
+19% +$48.9K ﹤0.01% 1586
2025
Q2 		$262K Sell
11,801
-480
-4% -$10.7K ﹤0.01% 1562
2025
Q1 		$292K Buy
+12,281
New +$291K ﹤0.01% 1553
2024
Q4 		– Sell
-12,828
Closed -$414K – 1653
2024
Q3 		$414K Buy
12,828
+376
+3% +$11.1K ﹤0.01% 1489
2024
Q2 		$296K Buy
12,452
+1,237
+11% +$31.7K ﹤0.01% 1525
2024
Q1 		$335K Sell
11,215
-520
-4% -$16.3K ﹤0.01% 1461
2023
Q4 		$375K Buy
11,735
+934
+9% +$27.1K ﹤0.01% 1434
2023
Q3 		$316K Sell
10,801
-232
-2% -$8.34K ﹤0.01% 1432
2023
Q2 		$496K Buy
11,033
+173
+2% +$6.6K ﹤0.01% 1337
2023
Q1 		$374K Buy
+10,860
New +$353K ﹤0.01% 1376
2017
Q1 		– Sell
-80,116
Closed -$1.27M – 1050
2016
Q4 		$1.27M Sell
80,116
-136,897
-63% -$2.28M 0.02% 780
2016
Q3 		$4.39M Sell
217,013
-49,705
-19% -$913K 0.06% 412
2016
Q2 		$4.77M Buy
266,718
+48,632
+22% +$724K 0.07% 382
2016
Q1 		$2.89M Buy
218,086
+196
+0.1% +$3.03K 0.04% 515
2015
Q4 		$4.46M Buy
+217,890
New +$4.16M 0.07% 363

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

Natixis Advisors's SGRY Position: Q2 2026 in Review

Natixis Advisors opened a new position in Surgery Partners (SGRY) in Q2 2026: 26,421 shares worth $443K. The stake represents ﹤0.01% of the portfolio and ranks #1719 among its holdings. This is a return to the name: Natixis Advisors previously reported a position in SGRY as recently as Q3 2025.

Natixis Advisors first reported a position in SGRY in Q4 2015 and has held it in 16 quarters since. The position peaked at $4.77M in Q2 2016. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Natixis Advisors held 26,421 shares of Surgery Partners worth $443K as of Q2 2026.
  • Surgery Partners was a new Natixis Advisors position in Q2 2026.
  • Surgery Partners made up ﹤0.01% of Natixis Advisors's portfolio in Q2 2026, its #1719 holding.
  • Natixis Advisors first reported a position in Surgery Partners in Q4 2015 and has held it in 16 quarters since.
  • Natixis Advisors's Surgery Partners position peaked at $4.77M in Q2 2016.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.