Pathstone Holdings
SGRY icon

Pathstone Holdings’s Surgery Partners SGRY Stock Holding History

Pathstone 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
2025
Q4 		– Sell
-18,948
Closed -$410K – 2369
2025
Q3 		$410K Sell
18,948
-2,315
-11% -$51.6K ﹤0.01% 1869
2025
Q2 		$473K Sell
21,263
-27,029
-56% -$601K ﹤0.01% 1746
2025
Q1 		$1.15M Buy
48,292
+23,459
+94% +$555K 0.01% 1304
2024
Q4 		$526K Sell
24,833
-32,514
-57% -$853K ﹤0.01% 1699
2024
Q3 		$1.85M Buy
57,347
+13,534
+31% +$400K 0.01% 1022
2024
Q2 		$1.04M Buy
43,813
+11,457
+35% +$294K ﹤0.01% 1308
2024
Q1 		$965K Buy
32,356
+17,808
+122% +$557K ﹤0.01% 1299
2023
Q4 		$465K Buy
+14,548
New +$422K ﹤0.01% 1551

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
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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