Prelude Capital Management’s Surgery Partners SGRY Stock Holding History

Prelude Capital 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
2026 Q2	$3.68M	Buy	218,805 +191,062	+689%	+$2.68M	0.27%	92
2026 Q1	$331K	Sell	27,743 -35,000	-56%	-$502K	0.03%	668
2025 Q4	$969K	Buy	62,743 +1,538	+3%	+$28.3K	0.07%	320
2025 Q3	$1.32M	Sell	61,205 -2,734	-4%	-$61K	0.1%	244
2025 Q2	$1.42M	Buy	+63,939	New	+$1.42M	0.14%	182
2024 Q2	–	Sell	-10,423	Closed	-$311K	–	1471
2024 Q1	$311K	Buy	+10,423	New	+$326K	0.02%	873
2016 Q4	–	Sell	-16,069	Closed	-$325K	–	1754
2016 Q3	$325K	Buy	16,069 +3,241	+25%	+$59.5K	0.03%	416
2016 Q2	$230K	Buy	+12,828	New	+$191K	0.03%	455
2016 Q1	–	Sell	-400	Closed	-$8K	–	1492
2015 Q4	$8K	Buy	+400	New	+$7.64K	﹤0.01%	1278

Other funds holding SGRY

BCI

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

Jupiter Topco New York $245B AUM

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

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 Baltimore, Maryland $153B AUM 38.14% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Prelude Capital Management's SGRY Position: Q2 2026 in Review

Prelude Capital Management increased its Surgery Partners (SGRY) stake by 689% in Q2 2026, buying an estimated $2.68M and bringing the position to 218,805 shares worth $3.68M. The position accounts for 0.27% of the portfolio, ranked #92.

Prelude Capital Management first reported a position in SGRY in Q4 2015 and has held it in 9 quarters since. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Prelude Capital Management held 218,805 shares of Surgery Partners worth $3.68M as of Q2 2026.
Prelude Capital Management bought 191,062 Surgery Partners shares in Q2 2026, an estimated $2.68M.
Surgery Partners made up 0.27% of Prelude Capital Management's portfolio in Q2 2026, its #92 holding.
Prelude Capital Management first reported a position in Surgery Partners in Q4 2015 and has held it in 9 quarters since.
187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.