ProShare Advisors
SGRY icon

ProShare Advisors’s Surgery Partners SGRY Stock Holding History

ProShare 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
2026
Q3 		$141K Sell
10,146
-320
-3% -$4.8K ﹤0.01% 1635
2026
Q2 		$176K Sell
10,466
-747
-7% -$10.5K ﹤0.01% 1673
2026
Q1 		$134K Sell
11,213
-2,922
-21% -$41.9K ﹤0.01% 1671
2025
Q4 		$218K Buy
14,135
+909
+7% +$16.7K ﹤0.01% 1661
2025
Q3 		$286K Sell
13,226
-2,634
-17% -$58.8K ﹤0.01% 1465
2025
Q2 		$353K Sell
15,860
-767
-5% -$17K ﹤0.01% 1338
2025
Q1 		$395K Sell
16,627
-5,002
-23% -$118K ﹤0.01% 1222
2024
Q4 		$458K Buy
21,629
+7,116
+49% +$187K ﹤0.01% 1325
2024
Q3 		$468K Sell
14,513
-5,747
-28% -$170K ﹤0.01% 1176
2024
Q2 		$482K Buy
20,260
+6,672
+49% +$171K ﹤0.01% 1000
2024
Q1 		$405K Buy
13,588
+986
+8% +$30.8K ﹤0.01% 1219
2023
Q4 		$403K Buy
12,602
+3,828
+44% +$111K ﹤0.01% 1172
2023
Q3 		$257K Sell
8,774
-10
-0.1% -$360 ﹤0.01% 1300
2023
Q2 		$395K Buy
8,784
+2,729
+45% +$104K ﹤0.01% 1093
2023
Q1 		$209K Buy
+6,055
New +$197K ﹤0.01% 1422
2022
Q2 		– Sell
-6,438
Closed -$355K – 2083
2022
Q1 		$355K Sell
6,438
-989
-13% -$48.9K ﹤0.01% 1513
2021
Q4 		$397K Buy
+7,427
New +$344K ﹤0.01% 1611
2021
Q3 		– Sell
-8,224
Closed -$548K – 2230
2021
Q2 		$548K Buy
8,224
+1,315
+19% +$71.4K ﹤0.01% 1467
2021
Q1 		$306K Buy
+6,909
New +$257K ﹤0.01% 1793

Other funds holding SGRY

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Tranquility Partners
Tranquility Partners Brentwood, Tennessee $288M AUM 15.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Arizona State Retirement System
Arizona State Retirement System Phoenix, Arizona $20.3B AUM 36.55% 1-Year Est. Return

ProShare Advisors's SGRY Position: Q3 2026 in Review

ProShare Advisors reduced its Surgery Partners (SGRY) stake by 3.1% in Q3 2026, selling an estimated $4.8K and leaving 10,146 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

ProShare Advisors first reported a position in SGRY in Q1 2021 and has held it in 19 quarters since. The position peaked at $548K in Q2 2021. 42 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

  • ProShare Advisors held 10,146 shares of Surgery Partners worth $141K as of Q3 2026.
  • ProShare Advisors sold 320 Surgery Partners shares in Q3 2026, an estimated $4.8K.
  • Surgery Partners made up ﹤0.01% of ProShare Advisors's portfolio in Q3 2026, its #1635 holding.
  • ProShare Advisors first reported a position in Surgery Partners in Q1 2021 and has held it in 19 quarters since.
  • ProShare Advisors's Surgery Partners position peaked at $548K in Q2 2021.
  • 42 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

Based on ProShare Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.