Prudential Financial
SGRY icon

Prudential Financial’s Surgery Partners SGRY Stock Holding History

Prudential Financial’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 		$223K Buy
13,275
+1,250
+10% +$17.6K ﹤0.01% 2197
2026
Q1 		$143K Buy
+12,025
New +$173K ﹤0.01% 2193
2025
Q4 		– Sell
-9,730
Closed -$211K – 2418
2025
Q3 		$211K Buy
9,730
+30
+0.3% +$669 ﹤0.01% 2204
2025
Q2 		$219K Buy
+9,700
New +$216K ﹤0.01% 2180

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

Prudential Financial's SGRY Position: Q2 2026 in Review

Prudential Financial increased its Surgery Partners (SGRY) stake by 10% in Q2 2026, buying an estimated $17.6K and bringing the position to 13,275 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

Prudential Financial first reported a position in SGRY in Q2 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Prudential Financial held 13,275 shares of Surgery Partners worth $223K as of Q2 2026.
  • Prudential Financial bought 1,250 Surgery Partners shares in Q2 2026, an estimated $17.6K.
  • Surgery Partners made up ﹤0.01% of Prudential Financial's portfolio in Q2 2026, its #2197 holding.
  • Prudential Financial first reported a position in Surgery Partners in Q2 2025 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Prudential Financial's 13F filing for Q2 2026, filed 12 Aug 2026.