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Root Financial Partners’s Surgery Partners SGRY Stock Holding History

Root Financial Partners’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 		$24 Hold
2
– – ﹤0.01% 3432
2025
Q4 		$31 Sell
2
-1
-33% -$18 ﹤0.01% 2404
2025
Q3 		$65 Buy
+3
New +$67 ﹤0.01% 2260

Other funds holding SGRY

BCI
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Janus Henderson Group
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
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

Root Financial Partners's SGRY Position: Q1 2026 in Review

Root Financial Partners held its Surgery Partners (SGRY) position steady in Q1 2026 at 2 shares worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #3432.

Root Financial Partners first reported a position in SGRY in Q3 2025 and has held it in 3 quarters since. The position peaked at $65 in Q3 2025. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • Root Financial Partners held 2 shares of Surgery Partners worth $24 as of Q1 2026.
  • Root Financial Partners left its Surgery Partners share count unchanged in Q1 2026.
  • Surgery Partners made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3432 holding.
  • Root Financial Partners first reported a position in Surgery Partners in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Surgery Partners position peaked at $65 in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.