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Olympiad Research’s Surgery Partners SGRY Stock Holding History

Olympiad Research’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
Q3 		$151K Hold
10,912
– – 0.2% 224
2026
Q2 		$183K Hold
10,912
– – 0.38% 93
2026
Q1 		$130K Hold
10,912
– – 0.4% 65
2025
Q4 		$169K Hold
10,912
– – 0.45% 80
2025
Q3 		$236K Hold
10,912
– – 0.33% 129
2025
Q2 		$243K Buy
+10,912
New +$243K 0.4% 96
2024
Q2 		– Sell
-10,858
Closed -$324K – 467
2024
Q1 		$324K Buy
+10,858
New +$340K 0.21% 179

Other funds holding SGRY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Tranquility Partners
Tranquility Partners Brentwood, Tennessee $288M AUM 15.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Olympiad Research's SGRY Position: Q3 2026 in Review

Olympiad Research held its Surgery Partners (SGRY) position steady in Q3 2026 at 10,912 shares worth $151K. The position accounts for 0.2% of the portfolio, ranked #224.

Olympiad Research first reported a position in SGRY in Q1 2024 and has held it in 7 quarters since. The position peaked at $324K in Q1 2024. 67 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

  • Olympiad Research held 10,912 shares of Surgery Partners worth $151K as of Q3 2026.
  • Olympiad Research left its Surgery Partners share count unchanged in Q3 2026.
  • Surgery Partners made up 0.2% of Olympiad Research's portfolio in Q3 2026, its #224 holding.
  • Olympiad Research first reported a position in Surgery Partners in Q1 2024 and has held it in 7 quarters since.
  • Olympiad Research's Surgery Partners position peaked at $324K in Q1 2024.
  • 67 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

Based on Olympiad Research's 13F filing for Q3 2026, filed 4 Nov 2026.