Osaic Holdings
SGRY icon

Osaic Holdings’s Surgery Partners SGRY Stock Holding History

Osaic Holdings’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 		$2.29K Sell
192
-541
-74% -$7.76K ﹤0.01% 7004
2025
Q4 		$11.3K Buy
733
+351
+92% +$6.45K ﹤0.01% 6264
2025
Q3 		$8.4K Sell
382
-45
-11% -$1K ﹤0.01% 6471
2025
Q2 		$9.49K Sell
427
-1,229
-74% -$27.3K ﹤0.01% 6183
2025
Q1 		$39.3K Sell
1,656
-3,489
-68% -$82.6K ﹤0.01% 4890
2024
Q4 		$109K Sell
5,145
-232
-4% -$6.09K ﹤0.01% 4109
2024
Q3 		$173K Buy
5,377
+185
+4% +$5.46K ﹤0.01% 3772
2024
Q2 		$124K Sell
5,192
-348
-6% -$8.93K ﹤0.01% 3968
2024
Q1 		$165K Sell
5,540
-977
-15% -$30.6K ﹤0.01% 3849
2023
Q4 		$208K Buy
6,517
+3,657
+128% +$106K ﹤0.01% 3893
2023
Q3 		$83.7K Buy
2,860
+415
+17% +$14.9K ﹤0.01% 4638
2023
Q2 		$110K Sell
2,445
-19
-0.8% -$725 ﹤0.01% 4366
2023
Q1 		$85.1K Buy
2,464
+469
+24% +$15.2K ﹤0.01% 4569
2022
Q4 		$55.7K Sell
1,995
-72
-3% -$1.91K ﹤0.01% 4850
2022
Q3 		$49K Sell
2,067
-363
-15% -$11.6K ﹤0.01% 4922
2022
Q2 		$70K Sell
2,430
-11,077
-82% -$484K ﹤0.01% 4693
2022
Q1 		$1.23M Buy
13,507
+12,646
+1,469% +$625K ﹤0.01% 2383
2021
Q4 		$47K Buy
861
+93
+12% +$4.31K ﹤0.01% 5206
2021
Q3 		$32K Sell
768
-21,685
-97% -$1.11M ﹤0.01% 5446
2021
Q2 		$1.5M Buy
22,453
+4,017
+22% +$218K ﹤0.01% 1985
2021
Q1 		$816K Sell
18,436
-2,046
-10% -$76K ﹤0.01% 2412
2020
Q4 		$593K Sell
20,482
-3,610
-15% -$89.8K ﹤0.01% 2490
2020
Q3 		$526K Buy
24,092
+23,884
+11,483% +$425K ﹤0.01% 2373
2020
Q2 		$2K Hold
208
– – ﹤0.01% 5825
2020
Q1 		$2K Buy
+208
New +$2.96K ﹤0.01% 5724

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 $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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Osaic Holdings's SGRY Position: Q1 2026 in Review

Osaic Holdings reduced its Surgery Partners (SGRY) stake by 74% in Q1 2026, selling an estimated $7.76K and leaving 192 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #7004.

Osaic Holdings first reported a position in SGRY in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.5M in Q2 2021. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • Osaic Holdings held 192 shares of Surgery Partners worth $2.29K as of Q1 2026.
  • Osaic Holdings sold 541 Surgery Partners shares in Q1 2026, an estimated $7.76K.
  • Surgery Partners made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7004 holding.
  • Osaic Holdings first reported a position in Surgery Partners in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Surgery Partners position peaked at $1.5M in Q2 2021.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.