Rise Advisors’s Surgery Partners SGRY Stock Holding History

Rise 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
2025 Q2	–	Sell	-40	Closed	-$950	–	1634
2025 Q1	$950	Buy	+40	New	+$947	﹤0.01%	1273

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rise Advisors's SGRY Position: Q2 2025 in Review

Rise Advisors sold out of Surgery Partners (SGRY) in Q2 2025, closing a stake of 40 shares — an estimated $950 sold.

Rise Advisors first reported a position in SGRY in Q1 2025 and held it in 1 quarter. The position peaked at $950 in Q1 2025. 201 funds tracked by Wall St. Rank hold SGRY as of Q2 2025.

Rise Advisors reported no remaining Surgery Partners position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 40 Surgery Partners shares in Q2 2025, an estimated $950.
Rise Advisors first reported a position in Surgery Partners in Q1 2025 and held it in 1 quarter.
Rise Advisors's Surgery Partners position peaked at $950 in Q1 2025.
201 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.