Russell Investments Group
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Russell Investments Group’s Surgery Partners SGRY Stock Holding History

Russell Investments Group’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 		$693K Buy
41,244
+35,327
+597% +$496K ﹤0.01% 2635
2026
Q1 		$70.5K Sell
5,917
-209
-3% -$3K ﹤0.01% 3197
2025
Q4 		$94.6K Sell
6,126
-15,708
-72% -$289K ﹤0.01% 3061
2025
Q3 		$472K Buy
21,834
+6,423
+42% +$143K ﹤0.01% 2497
2025
Q2 		$343K Sell
15,411
-5,846
-28% -$130K ﹤0.01% 2482
2025
Q1 		$505K Buy
21,257
+15,024
+241% +$356K ﹤0.01% 2291
2024
Q4 		$132K Sell
6,233
-11,778
-65% -$309K ﹤0.01% 2632
2024
Q3 		$581K Sell
18,011
-3,619
-17% -$107K ﹤0.01% 2232
2024
Q2 		$515K Sell
21,630
-3,279
-13% -$84.1K ﹤0.01% 2186
2024
Q1 		$743K Buy
24,909
+24,868
+60,654% +$778K ﹤0.01% 2082
2023
Q4 		$1.31K Buy
+41
New +$1.19K ﹤0.01% 3043
2022
Q2 		– Sell
-103,833
Closed -$5.71M – 2958
2022
Q1 		$5.71M Buy
+103,833
New +$5.14M 0.01% 1088
2021
Q4 		– Sell
-41,134
Closed -$1.74M – 3094
2021
Q3 		$1.74M Buy
41,134
+4,190
+11% +$214K ﹤0.01% 1912
2021
Q2 		$2.46M Sell
36,944
-31,545
-46% -$1.71M ﹤0.01% 1783
2021
Q1 		$3.03M Buy
68,489
+20,451
+43% +$759K 0.01% 1635
2020
Q4 		$1.39M Buy
+48,038
New +$1.2M ﹤0.01% 1950
2017
Q3 		– Sell
-11,915
Closed -$271K – 2996
2017
Q2 		$271K Buy
11,915
+8,089
+211% +$166K ﹤0.01% 2621
2017
Q1 		$75K Buy
+3,826
New +$74.4K ﹤0.01% 2853

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

Russell Investments Group's SGRY Position: Q2 2026 in Review

Russell Investments Group increased its Surgery Partners (SGRY) stake by 597% in Q2 2026, buying an estimated $496K and bringing the position to 41,244 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

Russell Investments Group first reported a position in SGRY in Q1 2017 and has held it in 18 quarters since. The position peaked at $5.71M in Q1 2022. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Russell Investments Group held 41,244 shares of Surgery Partners worth $693K as of Q2 2026.
  • Russell Investments Group bought 35,327 Surgery Partners shares in Q2 2026, an estimated $496K.
  • Surgery Partners made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #2635 holding.
  • Russell Investments Group first reported a position in Surgery Partners in Q1 2017 and has held it in 18 quarters since.
  • Russell Investments Group's Surgery Partners position peaked at $5.71M in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.