NewEdge Advisors’s Surgery Partners SGRY Stock Holding History

NewEdge 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 Q1	$102K	Sell	8,550 -1,950	-19%	-$28K	﹤0.01%	2748
2025 Q4	$162K	Hold	10,500	–	–	﹤0.01%	2641
2025 Q3	$227K	Hold	10,500	–	–	﹤0.01%	2352
2025 Q2	$233K	Buy	+10,500	New	+$233K	﹤0.01%	2142
2023 Q3	–	Sell	-11,012	Closed	-$495K	–	3634
2023 Q2	$495K	Buy	+11,012	New	+$420K	0.01%	1193
2023 Q1	–	Sell	-41	Closed	-$1.14K	–	4036
2022 Q4	$1.14K	Buy	+41	New	+$1.09K	﹤0.01%	2998

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

NewEdge Advisors's SGRY Position: Q1 2026 in Review

NewEdge Advisors reduced its Surgery Partners (SGRY) stake by 19% in Q1 2026, selling an estimated $28K and leaving 8,550 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

NewEdge Advisors first reported a position in SGRY in Q4 2022 and has held it in 6 quarters since. The position peaked at $495K in Q2 2023. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

NewEdge Advisors held 8,550 shares of Surgery Partners worth $102K as of Q1 2026.
NewEdge Advisors sold 1,950 Surgery Partners shares in Q1 2026, an estimated $28K.
Surgery Partners made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2748 holding.
NewEdge Advisors first reported a position in Surgery Partners in Q4 2022 and has held it in 6 quarters since.
NewEdge Advisors's Surgery Partners position peaked at $495K in Q2 2023.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.