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Parkworth Wealth Management’s Surgery Partners SGRY Stock Holding History

Parkworth 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
2025
Q2 		– Sell
-1
Closed -$24 – 1389
2025
Q1 		$24 Hold
1
– – ﹤0.01% 1198
2024
Q4 		$21 Buy
+1
New +$26 ﹤0.01% 1242

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Parkworth Wealth Management's SGRY Position: Q2 2025 in Review

Parkworth Wealth Management sold out of Surgery Partners (SGRY) in Q2 2025, closing a stake of 1 share — an estimated $24 sold.

Parkworth Wealth Management first reported a position in SGRY in Q4 2024 and held it in 2 quarters. The position peaked at $24 in Q1 2025. 201 funds tracked by Wall St. Rank hold SGRY as of Q2 2025.

  • Parkworth Wealth Management reported no remaining Surgery Partners position as of Q2 2025 after selling out during the quarter.
  • Parkworth Wealth Management sold 1 Surgery Partners share in Q2 2025, an estimated $24.
  • Parkworth Wealth Management first reported a position in Surgery Partners in Q4 2024 and held it in 2 quarters.
  • Parkworth Wealth Management's Surgery Partners position peaked at $24 in Q1 2025.
  • 201 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.