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Parallel Advisors’s Surgery Partners SGRY Stock Holding History

Parallel 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 		$4.5K Sell
268
-272
-50% -$3.82K ﹤0.01% 3256
2026
Q1 		$6.44K Buy
540
+390
+260% +$5.6K ﹤0.01% 2943
2025
Q4 		$2.32K Sell
150
-334
-69% -$6.14K ﹤0.01% 3088
2025
Q3 		$10.5K Buy
484
+280
+137% +$6.25K ﹤0.01% 2518
2025
Q2 		$4.54K Buy
204
+28
+16% +$622 ﹤0.01% 2779
2025
Q1 		$4.18K Buy
176
+26
+17% +$615 ﹤0.01% 2739
2024
Q4 		$3.18K Hold
150
– – ﹤0.01% 2807
2024
Q3 		$4.84K Hold
150
– – ﹤0.01% 2624
2024
Q2 		$3.57K Sell
150
-9
-6% -$231 ﹤0.01% 2630
2024
Q1 		$4.74K Hold
159
– – ﹤0.01% 2542
2023
Q4 		$5.09K Buy
159
+5
+3% +$145 ﹤0.01% 2525
2023
Q3 		$4.5K Hold
154
– – ﹤0.01% 2538
2023
Q2 		$6.93K Hold
154
– – ﹤0.01% 2313
2023
Q1 		$5.31K Hold
154
– – ﹤0.01% 2392
2022
Q4 		$4.29K Buy
154
+4
+3% +$106 ﹤0.01% 2399
2022
Q3 		$4K Hold
150
– – ﹤0.01% 2410
2022
Q2 		$4K Buy
150
+132
+733% +$5.77K ﹤0.01% 2374
2022
Q1 		$1K Buy
+18
New +$890 ﹤0.01% 2830
2020
Q2 		– Sell
-100
Closed – – 2682
2020
Q1 		$0 Hold
100
– – ﹤0.01% 2619
2019
Q4 		$2K Hold
100
– – ﹤0.01% 2240
2019
Q3 		$1K Buy
+100
New +$716 ﹤0.01% 2319

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

Parallel Advisors's SGRY Position: Q2 2026 in Review

Parallel Advisors reduced its Surgery Partners (SGRY) stake by 50% in Q2 2026, selling an estimated $3.82K and leaving 268 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3256.

Parallel Advisors first reported a position in SGRY in Q3 2019 and has held it in 21 quarters since. The position peaked at $10.5K in Q3 2025. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Parallel Advisors held 268 shares of Surgery Partners worth $4.5K as of Q2 2026.
  • Parallel Advisors sold 272 Surgery Partners shares in Q2 2026, an estimated $3.82K.
  • Surgery Partners made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #3256 holding.
  • Parallel Advisors first reported a position in Surgery Partners in Q3 2019 and has held it in 21 quarters since.
  • Parallel Advisors's Surgery Partners position peaked at $10.5K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.