Nisa Investment Advisors
SGRY icon

Nisa Investment Advisors’s Surgery Partners SGRY Stock Holding History

Nisa Investment 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 		$52.5K Buy
3,122
+1,531
+96% +$21.5K ﹤0.01% 1835
2026
Q1 		$19K Buy
+1,591
New +$22.8K ﹤0.01% 2035
2025
Q4 		– Sell
-901
Closed -$19.5K – 3070
2025
Q3 		$19.5K Buy
901
+70
+8% +$1.56K ﹤0.01% 2007
2025
Q2 		$18.5K Sell
831
-55
-6% -$1.22K ﹤0.01% 1980
2025
Q1 		$21K Buy
886
+277
+45% +$6.56K ﹤0.01% 1850
2024
Q4 		$12.9K Sell
609
-140
-19% -$3.67K ﹤0.01% 2068
2024
Q3 		$24.1K Sell
749
-54
-7% -$1.59K ﹤0.01% 1851
2024
Q2 		$19.1K Buy
803
+120
+18% +$3.08K ﹤0.01% 1958
2024
Q1 		$20.4K Buy
683
+49
+8% +$1.53K ﹤0.01% 1883
2023
Q4 		$20.3K Sell
634
-2,311
-78% -$67.1K ﹤0.01% 1880
2023
Q3 		$86.1K Buy
2,945
+1,210
+70% +$43.5K ﹤0.01% 1558
2023
Q2 		$78.1K Buy
1,735
+681
+65% +$26K ﹤0.01% 1589
2023
Q1 		$36K Buy
1,054
+780
+285% +$25.3K ﹤0.01% 1814
2022
Q4 		$8K Hold
274
– – ﹤0.01% 2247
2022
Q3 		$7K Buy
274
+29
+12% +$926 ﹤0.01% 2252
2022
Q2 		$7K Sell
245
-1,655
-87% -$72.3K ﹤0.01% 2237
2022
Q1 		$105K Sell
1,900
-60
-3% -$2.97K ﹤0.01% 1603
2021
Q4 		$84K Buy
1,960
+1,600
+444% +$74.2K ﹤0.01% 1583
2021
Q3 		$15K Hold
360
– – ﹤0.01% 2150
2021
Q2 		$24K Buy
+360
New +$19.5K ﹤0.01% 2102

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

Nisa Investment Advisors's SGRY Position: Q2 2026 in Review

Nisa Investment Advisors increased its Surgery Partners (SGRY) stake by 96% in Q2 2026, buying an estimated $21.5K and bringing the position to 3,122 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Nisa Investment Advisors first reported a position in SGRY in Q2 2021 and has held it in 20 quarters since. The position peaked at $105K in Q1 2022. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Nisa Investment Advisors held 3,122 shares of Surgery Partners worth $52.5K as of Q2 2026.
  • Nisa Investment Advisors bought 1,531 Surgery Partners shares in Q2 2026, an estimated $21.5K.
  • Surgery Partners made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1835 holding.
  • Nisa Investment Advisors first reported a position in Surgery Partners in Q2 2021 and has held it in 20 quarters since.
  • Nisa Investment Advisors's Surgery Partners position peaked at $105K in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.