Sanctuary Advisors’s Surgery Partners SGRY Stock Holding History

Sanctuary Advisors’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	$470K	Buy	27,960 +886	+3%	+$12.4K	﹤0.01%	2019
2026 Q1	$323K	Sell	27,074 -1,414	-5%	-$20.3K	﹤0.01%	2047
2025 Q4	$440K	Buy	28,488 +1,218	+4%	+$22.4K	﹤0.01%	1804
2025 Q3	$590K	Sell	27,270 -696	-2%	-$15.5K	﹤0.01%	1604
2025 Q2	$622K	Buy	27,966 +2,718	+11%	+$60.4K	﹤0.01%	1492
2025 Q1	$600K	Buy	25,248 +470	+2%	+$11.1K	﹤0.01%	1414
2024 Q4	$638K	Buy	24,778 +5,351	+28%	+$140K	﹤0.01%	1542
2024 Q3	$447K	Buy	+19,427	New	+$574K	﹤0.01%	1762

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Jupiter Topco New York $245B AUM

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sanctuary Advisors's SGRY Position: Q2 2026 in Review

Sanctuary Advisors increased its Surgery Partners (SGRY) stake by 3.3% in Q2 2026, buying an estimated $12.4K and bringing the position to 27,960 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Sanctuary Advisors first reported a position in SGRY in Q3 2024 and has held it in 8 quarters since. The position peaked at $638K in Q4 2024. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Sanctuary Advisors held 27,960 shares of Surgery Partners worth $470K as of Q2 2026.
Sanctuary Advisors bought 886 Surgery Partners shares in Q2 2026, an estimated $12.4K.
Surgery Partners made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2019 holding.
Sanctuary Advisors first reported a position in Surgery Partners in Q3 2024 and has held it in 8 quarters since.
Sanctuary Advisors's Surgery Partners position peaked at $638K in Q4 2024.
187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.