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Principal Securities’s Surgery Partners SGRY Stock Holding History

Principal Securities’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
-1,052
Closed -$22.8K – 3152
2025
Q3 		$22.8K Buy
1,052
+201
+24% +$4.48K ﹤0.01% 2350
2025
Q2 		$18.9K Buy
851
+20
+2% +$445 ﹤0.01% 2345
2025
Q1 		$17.6K Hold
831
– – ﹤0.01% 2274
2024
Q4 		$17.6K Buy
831
+464
+126% +$12.2K ﹤0.01% 2271
2024
Q3 		$11.8K Buy
367
+110
+43% +$3.25K ﹤0.01% 2360
2024
Q2 		$6.11K Buy
257
+126
+96% +$3.23K ﹤0.01% 2573
2024
Q1 		$3.91K Buy
+131
New +$4.1K ﹤0.01% 2682

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Janus Henderson Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Principal Securities's SGRY Position: Q4 2025 in Review

Principal Securities sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 1,052 shares — an estimated $22.8K sold.

Principal Securities first reported a position in SGRY in Q1 2024 and held it in 7 quarters. The position peaked at $22.8K in Q3 2025. 181 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

  • Principal Securities reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,052 Surgery Partners shares in Q4 2025, an estimated $22.8K.
  • Principal Securities first reported a position in Surgery Partners in Q1 2024 and held it in 7 quarters.
  • Principal Securities's Surgery Partners position peaked at $22.8K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.