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SGRY icon

SignatureFD’s Surgery Partners SGRY Stock Holding History

SignatureFD’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 		$1.43K Hold
85
– – ﹤0.01% 3205
2026
Q1 		$1.01K Buy
+85
New +$1.22K ﹤0.01% 3208
2025
Q4 		– Sell
-268
Closed -$5.8K – 3523
2025
Q3 		$5.8K Buy
268
+17
+7% +$379 ﹤0.01% 2615
2025
Q2 		$5.58K Sell
251
-874
-78% -$19.4K ﹤0.01% 2573
2025
Q1 		$26.7K Buy
1,125
+28
+3% +$663 ﹤0.01% 1910
2024
Q4 		$23.2K Buy
1,097
+642
+141% +$16.8K ﹤0.01% 1994
2024
Q3 		$14.7K Sell
455
-47
-9% -$1.39K ﹤0.01% 2184
2024
Q2 		$11.9K Buy
502
+493
+5,478% +$12.7K ﹤0.01% 2194
2024
Q1 		$268 Hold
9
– – ﹤0.01% 3074
2023
Q4 		$288 Sell
9
-1,891
-100% -$54.9K ﹤0.01% 3027
2023
Q3 		$55.6K Buy
+1,900
New +$68.3K ﹤0.01% 1340
2023
Q2 		– Sell
-7
Closed -$241 – 3354
2023
Q1 		$241 Buy
+7
New +$227 ﹤0.01% 3172
2022
Q4 		– Sell
-1,850
Closed -$43K – 3400
2022
Q3 		$43K Buy
+1,850
New +$59.1K ﹤0.01% 1346
2022
Q2 		– Sell
-1,175
Closed -$65K – 3324
2022
Q1 		$65K Hold
1,175
– – ﹤0.01% 1244
2021
Q4 		$63K Buy
+1,175
New +$54.5K ﹤0.01% 1231
2020
Q3 		– Sell
-78
Closed -$1K – 2745
2020
Q2 		$1K Buy
+78
New +$855 ﹤0.01% 2374

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

SignatureFD's SGRY Position: Q2 2026 in Review

SignatureFD held its Surgery Partners (SGRY) position steady in Q2 2026 at 85 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #3205.

SignatureFD first reported a position in SGRY in Q2 2020 and has held it in 16 quarters since. The position peaked at $65K in Q1 2022. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • SignatureFD held 85 shares of Surgery Partners worth $1.43K as of Q2 2026.
  • SignatureFD left its Surgery Partners share count unchanged in Q2 2026.
  • Surgery Partners made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #3205 holding.
  • SignatureFD first reported a position in Surgery Partners in Q2 2020 and has held it in 16 quarters since.
  • SignatureFD's Surgery Partners position peaked at $65K in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.