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Persistent Asset Partners’s Surgery Partners SGRY Stock Holding History

Persistent Asset Partners’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
-9,704
Closed -$210K – 439
2025
Q3 		$210K Buy
+9,704
New +$216K 0.14% 130

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UBS Group
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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
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Dimensional Fund Advisors
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ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Persistent Asset Partners's SGRY Position: Q4 2025 in Review

Persistent Asset Partners sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 9,704 shares — an estimated $210K sold.

Persistent Asset Partners first reported a position in SGRY in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 181 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

  • Persistent Asset Partners reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
  • Persistent Asset Partners sold 9,704 Surgery Partners shares in Q4 2025, an estimated $210K.
  • Persistent Asset Partners first reported a position in Surgery Partners in Q3 2025 and held it in 1 quarter.
  • Persistent Asset Partners's Surgery Partners position peaked at $210K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on Persistent Asset Partners's 13F filing for Q4 2025, filed 17 Feb 2026.