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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
Q2 		– Sell
-2
Closed -$24 – 2691
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

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PCM
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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

Root Financial Partners's SGRY Position: Q2 2026 in Review

Root Financial Partners sold out of Surgery Partners (SGRY) in Q2 2026, closing a stake of 2 shares — an estimated $24 sold.

Root Financial Partners first reported a position in SGRY in Q3 2025 and held it in 3 quarters. The position peaked at $65 in Q3 2025. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Root Financial Partners reported no remaining Surgery Partners position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2 Surgery Partners shares in Q2 2026, an estimated $24.
  • Root Financial Partners first reported a position in Surgery Partners in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Surgery Partners position peaked at $65 in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.