Physician Wealth Advisors’s Surgery Partners SGRY Stock Holding History

Physician Wealth 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
2025 Q4	–	Sell	-47	Closed	-$1.02K	–	2141
2025 Q3	$1.02K	Hold	47	–	–	﹤0.01%	1568
2025 Q2	$1.04K	Buy	+47	New	+$1.04K	﹤0.01%	1399

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

KSCM

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Physician Wealth Advisors's SGRY Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 47 shares — an estimated $1.02K sold.

Physician Wealth Advisors first reported a position in SGRY in Q2 2025 and held it in 2 quarters. The position peaked at $1.04K in Q2 2025. 181 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

Physician Wealth Advisors reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 47 Surgery Partners shares in Q4 2025, an estimated $1.02K.
Physician Wealth Advisors first reported a position in Surgery Partners in Q2 2025 and held it in 2 quarters.
Physician Wealth Advisors's Surgery Partners position peaked at $1.04K in Q2 2025.
181 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.