Simplex Trading
SGRY icon

Simplex Trading’s Surgery Partners SGRY Stock Holding History

Simplex Trading’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 		$143K Buy
8,540
+5,742
+205% +$80.6K ﹤0.01% 5130
2026
Q1 		$33.4K Sell
2,798
-26,559
-90% -$381K ﹤0.01% 6281
2025
Q4 		$454K Buy
+29,357
New +$540K ﹤0.01% 3396
2025
Q3 		– Sell
-14,458
Closed -$323K – 9960
2025
Q2 		$321K Buy
+14,458
New +$321K ﹤0.01% 3994
2024
Q4 		– Sell
-5,002
Closed -$131K – 9520
2024
Q3 		$161K Buy
+5,002
New +$148K ﹤0.01% 4737
2022
Q4 		– Sell
-2,152
Closed -$57K – 10288
2022
Q3 		$50K Buy
+2,152
New +$68.7K ﹤0.01% 6460
2022
Q1 		– Sell
-50
Closed -$2.47K – 11294
2021
Q4 		$2K Buy
+50
New +$2.32K ﹤0.01% 10051
2021
Q1 		– Sell
-326
Closed -$12.1K – 9900
2020
Q4 		$9K Buy
+326
New +$8.11K ﹤0.01% 7480
2020
Q1 		– Sell
-1,281
Closed -$18.3K – 8191
2019
Q4 		$20K Buy
+1,281
New +$14.5K ﹤0.01% 5956
2019
Q3 		– Sell
-4,283
Closed -$30.7K – 7819
2019
Q2 		$34K Buy
+4,283
New +$42.7K ﹤0.01% 5185
2018
Q4 		– Sell
-6,223
Closed -$83.5K – 7725
2018
Q3 		$102K Buy
6,223
+1,532
+33% +$24.4K ﹤0.01% 4411
2018
Q2 		$69K Buy
+4,691
New +$78.6K ﹤0.01% 4714
2018
Q1 		– Sell
-2,082
Closed -$25K – 6785
2017
Q4 		$25K Buy
2,082
+1,648
+380% +$15.8K ﹤0.01% 3099
2017
Q3 		$4K Buy
+434
New +$6.21K ﹤0.01% 4602
2016
Q4 		– Sell
-101
Closed -$2K – 6444
2016
Q3 		$2K Buy
101
+1
+1% +$18 ﹤0.01% 5035
2016
Q2 		$1K Buy
+100
New +$1.49K ﹤0.01% 5428

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

Simplex Trading's SGRY Position: Q2 2026 in Review

Simplex Trading increased its Surgery Partners (SGRY) stake by 205% in Q2 2026, buying an estimated $80.6K and bringing the position to 8,540 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #5130.

Simplex Trading first reported a position in SGRY in Q2 2016 and has held it in 16 quarters since. The position peaked at $454K in Q4 2025. 188 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Simplex Trading held 8,540 shares of Surgery Partners worth $143K as of Q2 2026.
  • Simplex Trading bought 5,742 Surgery Partners shares in Q2 2026, an estimated $80.6K.
  • Surgery Partners made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5130 holding.
  • Simplex Trading first reported a position in Surgery Partners in Q2 2016 and has held it in 16 quarters since.
  • Simplex Trading's Surgery Partners position peaked at $454K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.