Rockefeller Capital Management’s Surgery Partners SGRY Stock Holding History

Rockefeller 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 Q1	$45.8K	Buy	3,843 +1,905	+98%	+$27.3K	﹤0.01%	3325
2025 Q4	$29.9K	Buy	1,938 +478	+33%	+$8.79K	﹤0.01%	3314
2025 Q3	$31.6K	Buy	+1,460	New	+$32.6K	﹤0.01%	3126
2023 Q1	–	Sell	-1,709	Closed	-$47K	–	3583
2022 Q4	$47K	Buy	1,709 +449	+36%	+$11.9K	﹤0.01%	2423
2022 Q3	$29K	Sell	1,260 -2	-0.2%	-$64	﹤0.01%	2613
2022 Q2	$36K	Buy	1,262 +2	+0.2%	+$87	﹤0.01%	2435
2022 Q1	$69K	Hold	1,260	–	–	﹤0.01%	2153
2021 Q4	$67K	Hold	1,260	–	–	﹤0.01%	2089
2021 Q3	$53K	Hold	1,260	–	–	﹤0.01%	2116
2021 Q2	$83K	Hold	1,260	–	–	﹤0.01%	1878
2021 Q1	$55K	Hold	1,260	–	–	﹤0.01%	1851
2020 Q4	$36K	Hold	1,260	–	–	﹤0.01%	1788
2020 Q3	$27K	Hold	1,260	–	–	﹤0.01%	1694
2020 Q2	$15K	Buy	1,260 +275	+28%	+$3.01K	﹤0.01%	1774
2020 Q1	$6K	Buy	985 +585	+146%	+$8.34K	﹤0.01%	1909
2019 Q4	$6K	Hold	400	–	–	﹤0.01%	1753
2019 Q3	$3K	Buy	+400	New	+$2.86K	﹤0.01%	1744

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

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

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Rockefeller Capital Management's SGRY Position: Q1 2026 in Review

Rockefeller Capital Management increased its Surgery Partners (SGRY) stake by 98% in Q1 2026, buying an estimated $27.3K and bringing the position to 3,843 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3325.

Rockefeller Capital Management first reported a position in SGRY in Q3 2019 and has held it in 17 quarters since. The position peaked at $83K in Q2 2021. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

Rockefeller Capital Management held 3,843 shares of Surgery Partners worth $45.8K as of Q1 2026.
Rockefeller Capital Management bought 1,905 Surgery Partners shares in Q1 2026, an estimated $27.3K.
Surgery Partners made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3325 holding.
Rockefeller Capital Management first reported a position in Surgery Partners in Q3 2019 and has held it in 17 quarters since.
Rockefeller Capital Management's Surgery Partners position peaked at $83K in Q2 2021.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.