Northwestern Mutual Wealth Management
SGRY icon

Northwestern Mutual Wealth Management’s Surgery Partners SGRY Stock Holding History

Northwestern Mutual 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
2026
Q1 		$2.09K Hold
175
– – ﹤0.01% 3587
2025
Q4 		$2.7K Sell
175
-15
-8% -$276 ﹤0.01% 3397
2025
Q3 		$4.11K Buy
190
+15
+9% +$335 ﹤0.01% 3208
2025
Q2 		$3.89K Hold
175
– – ﹤0.01% 3083
2025
Q1 		$4.16K Buy
175
+173
+8,650% +$4.09K ﹤0.01% 2994
2024
Q4 		$42 Sell
2
-161
-99% -$4.22K ﹤0.01% 3523
2024
Q3 		$5.25K Buy
+163
New +$4.81K ﹤0.01% 2880
2024
Q1 		– Sell
-54
Closed -$1.73K – 3781
2023
Q4 		$1.73K Buy
+54
New +$1.57K ﹤0.01% 3085
2023
Q2 		– Sell
-5
Closed -$172 – 3577
2023
Q1 		$172 Buy
+5
New +$162 ﹤0.01% 3200

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
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