Simplex Trading’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $91.8K | Sell |
7,700
-48,700
| -86% | -$699K | ﹤0.01% | 5187 |
|
|
2025
Q4 | $871K | Buy |
56,400
+55,900
| +11,180% | +$1.03M | ﹤0.01% | 2762 |
|
|
2025
Q3 | $10K | Sell |
500
-10,600
| -95% | -$236K | ﹤0.01% | 7908 |
|
|
2025
Q2 | $246K | Buy |
11,100
+10,100
| +1,010% | +$225K | ﹤0.01% | 4282 |
|
|
2025
Q1 | $23K | Buy |
1,000
+500
| +100% | +$11.8K | ﹤0.01% | 6478 |
|
|
2024
Q4 | $10K | Sell |
500
-1,000
| -67% | -$26.2K | ﹤0.01% | 7212 |
|
|
2024
Q3 | $48K | Sell |
1,500
-1,700
| -53% | -$50.2K | ﹤0.01% | 5923 |
|
|
2024
Q2 | $76K | Buy |
3,200
+1,100
| +52% | +$28.2K | ﹤0.01% | 5662 |
|
|
2024
Q1 | $62K | Sell |
2,100
-1,800
| -46% | -$56.3K | ﹤0.01% | 6068 |
|
|
2023
Q4 | $124K | Sell |
3,900
-2,300
| -37% | -$66.7K | ﹤0.01% | 5158 |
|
|
2023
Q3 | $181K | Buy |
6,200
+3,300
| +114% | +$119K | ﹤0.01% | 4454 |
|
|
2023
Q2 | $130K | Sell |
2,900
-600
| -17% | -$22.9K | ﹤0.01% | 4773 |
|
|
2023
Q1 | $120K | Buy |
3,500
+500
| +17% | +$16.2K | ﹤0.01% | 4955 |
|
|
2022
Q4 | $83K | Sell |
3,000
-600
| -17% | -$15.9K | ﹤0.01% | 5299 |
|
|
2022
Q3 | $84K | Buy |
3,600
+3,100
| +620% | +$99K | ﹤0.01% | 5760 |
|
|
2022
Q2 | $14K | Sell |
500
-13,100
| -96% | -$572K | ﹤0.01% | 7979 |
|
|
2022
Q1 | $748K | Sell |
13,600
-1,700
| -11% | -$84.1K | ﹤0.01% | 3303 |
|
|
2021
Q4 | $817K | Buy |
15,300
+13,300
| +665% | +$617K | ﹤0.01% | 3141 |
|
|
2021
Q3 | $130K | Hold |
2,000
| – | – | ﹤0.01% | 6247 |
|
|
2021
Q2 | $133K | Buy |
2,000
+1,993
| +28,471% | +$108K | ﹤0.01% | 6318 |
|
|
2021
Q1 | $30K | Sell |
7
-3
| -30% | -$111 | ﹤0.01% | 7129 |
|
|
2020
Q4 | $29K | Buy |
+10
| New | +$249 | ﹤0.01% | 6693 |
|
|
2020
Q3 | – | Sell |
-7
| Closed | -$8K | – | 8433 |
|
|
2020
Q2 | $8K | Buy |
7
+5
| +250% | +$55 | ﹤0.01% | 6768 |
|
|
2020
Q1 | $1K | Sell |
2
-30
| -94% | -$428 | ﹤0.01% | 7406 |
|
|
2019
Q4 | $50K | Sell |
32
-7
| -18% | -$79 | ﹤0.01% | 5185 |
|
|
2019
Q3 | $28K | Buy |
39
+29
| +290% | +$208 | ﹤0.01% | 5552 |
|
|
2019
Q2 | $8K | Buy |
10
+2
| +25% | +$20 | ﹤0.01% | 6239 |
|
|
2019
Q1 | $9K | Buy |
+8
| New | +$101 | ﹤0.01% | 6227 |
|
|
2018
Q4 | – | Sell |
-2
| Closed | -$3K | – | 7726 |
|
|
2018
Q3 | $3K | Buy |
+2
| New | +$32 | ﹤0.01% | 6983 |
|
|
2016
Q3 | – | Sell |
-8
| Closed | -$1K | – | 6386 |
|
|
2016
Q2 | $1K | Buy |
+8
| New | +$119 | ﹤0.01% | 5429 |
|
Other funds holding SGRY
BCI
PCM
KSCM
VPM
VCM
Simplex Trading's SGRY Position: Q1 2026 in Review
Simplex Trading reduced its Surgery Partners (SGRY) stake by 90% in Q1 2026, selling an estimated $381K and leaving 2,798 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6281.
Simplex Trading first reported a position in SGRY in Q2 2016 and has held it in 15 quarters since. The position peaked at $454K in Q4 2025. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.
- Simplex Trading held 2,798 shares of Surgery Partners worth $33.4K as of Q1 2026.
- Simplex Trading sold 26,559 Surgery Partners shares in Q1 2026, an estimated $381K.
- Surgery Partners made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6281 holding.
- Simplex Trading first reported a position in Surgery Partners in Q2 2016 and has held it in 15 quarters since.
- Simplex Trading's Surgery Partners position peaked at $454K in Q4 2025.
- 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.