Rockefeller Capital Management
SGRY icon

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
Q2 		$64.6K Hold
3,843
– – ﹤0.01% 3230
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 $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

Rockefeller Capital Management's SGRY Position: Q2 2026 in Review

Rockefeller Capital Management held its Surgery Partners (SGRY) position steady in Q2 2026 at 3,843 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3230.

Rockefeller Capital Management first reported a position in SGRY in Q3 2019 and has held it in 18 quarters since. The position peaked at $83K in Q2 2021. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Rockefeller Capital Management held 3,843 shares of Surgery Partners worth $64.6K as of Q2 2026.
  • Rockefeller Capital Management left its Surgery Partners share count unchanged in Q2 2026.
  • Surgery Partners made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3230 holding.
  • Rockefeller Capital Management first reported a position in Surgery Partners in Q3 2019 and has held it in 18 quarters since.
  • Rockefeller Capital Management's Surgery Partners position peaked at $83K in Q2 2021.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.