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Rothschild Investment LLC’s Surgery Partners SGRY Stock Holding History

Rothschild Investment LLC’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 		$252 Sell
15
-10
-40% -$140 ﹤0.01% 3413
2026
Q1 		$298 Hold
25
– – ﹤0.01% 3232
2025
Q4 		$386 Sell
25
-110
-81% -$2.02K ﹤0.01% 2991
2025
Q3 		$2.92K Sell
135
-20
-13% -$446 ﹤0.01% 1993
2025
Q2 		$3.45K Buy
155
+25
+19% +$556 ﹤0.01% 1696
2025
Q1 		$3.09K Buy
130
+85
+189% +$2.01K ﹤0.01% 1659
2024
Q4 		$953 Sell
45
-35
-44% -$918 ﹤0.01% 2241
2024
Q3 		$2.58K Buy
80
+55
+220% +$1.62K ﹤0.01% 1597
2024
Q2 		$595 Buy
25
+15
+150% +$385 ﹤0.01% 1905
2024
Q1 		$298 Buy
+10
New +$313 ﹤0.01% 1560

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

Rothschild Investment LLC's SGRY Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Surgery Partners (SGRY) stake by 40% in Q2 2026, selling an estimated $140 and leaving 15 shares worth $252. The position accounts for ﹤0.01% of the portfolio, ranked #3413.

Rothschild Investment LLC first reported a position in SGRY in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.45K in Q2 2025. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Rothschild Investment LLC held 15 shares of Surgery Partners worth $252 as of Q2 2026.
  • Rothschild Investment LLC sold 10 Surgery Partners shares in Q2 2026, an estimated $140.
  • Surgery Partners made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3413 holding.
  • Rothschild Investment LLC first reported a position in Surgery Partners in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Surgery Partners position peaked at $3.45K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.