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Pier Capital’s Surgery Partners SGRY Stock Holding History

Pier Capital’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 		$5.41M Buy
322,265
+19
+0% +$267 0.72% 71
2026
Q1 		$3.84M Sell
322,246
-2,588
-0.8% -$37.1K 0.63% 77
2025
Q4 		$5.02M Sell
324,834
-3,870
-1% -$71.1K 0.8% 58
2025
Q3 		$7.11M Buy
328,704
+154,160
+88% +$3.44M 1.11% 38
2025
Q2 		$3.88M Buy
174,544
+173,766
+22,335% +$3.86M 0.59% 81
2025
Q1 		$18.5K Sell
778
-381,715
-100% -$9.04M ﹤0.01% 101
2024
Q4 		$8.1M Buy
382,493
+52,611
+16% +$1.38M 1.16% 44
2024
Q3 		$10.6M Buy
329,882
+1,589
+0.5% +$46.9K 1.5% 4
2024
Q2 		$7.81M Sell
328,293
-29,265
-8% -$751K 1.16% 38
2024
Q1 		$10.7M Buy
357,558
+92,072
+35% +$2.88M 1.47% 14
2023
Q4 		$8.49M Buy
265,486
+43,595
+20% +$1.26M 1.21% 38
2023
Q3 		$6.49M Sell
221,891
-48,823
-18% -$1.76M 1.05% 51
2023
Q2 		$12.2M Buy
270,714
+45,532
+20% +$1.74M 1.75% 4
2023
Q1 		$7.76M Sell
225,182
-51,182
-19% -$1.66M 1.18% 35
2022
Q4 		$7.7M Buy
276,364
+37,344
+16% +$989K 1.26% 33
2022
Q3 		$5.59M Buy
239,020
+46,047
+24% +$1.47M 0.96% 60
2022
Q2 		$5.58M Buy
192,973
+1,645
+0.9% +$71.9K 0.95% 60
2022
Q1 		$10.5M Buy
191,328
+86,965
+83% +$4.3M 1.34% 18
2021
Q4 		$5.57M Buy
+104,363
New +$4.84M 0.59% 84
2017
Q2 		– Sell
-309,565
Closed -$6.04M – 132
2017
Q1 		$6.04M Sell
309,565
-75,731
-20% -$1.47M 1.03% 38
2016
Q4 		$6.11M Buy
385,296
+80,614
+26% +$1.34M 1.1% 22
2016
Q3 		$6.17M Buy
+304,682
New +$5.6M 1.09% 19

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

Pier Capital's SGRY Position: Q2 2026 in Review

Pier Capital increased its Surgery Partners (SGRY) stake by 0.01% in Q2 2026, buying an estimated $267 and bringing the position to 322,265 shares worth $5.41M. The position accounts for 0.72% of the portfolio, ranked #71.

Pier Capital first reported a position in SGRY in Q3 2016 and has held it in 22 quarters since. The position peaked at $12.2M in Q2 2023. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Pier Capital held 322,265 shares of Surgery Partners worth $5.41M as of Q2 2026.
  • Pier Capital bought 19 Surgery Partners shares in Q2 2026, an estimated $267.
  • Surgery Partners made up 0.72% of Pier Capital's portfolio in Q2 2026, its #71 holding.
  • Pier Capital first reported a position in Surgery Partners in Q3 2016 and has held it in 22 quarters since.
  • Pier Capital's Surgery Partners position peaked at $12.2M in Q2 2023.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Pier Capital's 13F filing for Q2 2026, filed 5 Aug 2026.