SJS Investment Consulting’s Surgery Partners SGRY Stock Holding History

SJS Investment Consulting’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	$10.3K	Buy	+616	New	+$8.65K	﹤0.01%	1070
2025 Q1	–	Sell	-1	Closed	-$22	–	1662
2024 Q4	$22	Sell	1 -19	-95%	-$499	﹤0.01%	1583
2024 Q3	$645	Buy	20 +8	+67%	+$236	﹤0.01%	1238
2024 Q2	$286	Sell	12 -2	-14%	-$51	﹤0.01%	1445
2024 Q1	$418	Buy	14 +2	+17%	+$63	﹤0.01%	1343
2023 Q4	$384	Hold	12	–	–	﹤0.01%	1324
2023 Q3	$351	Sell	12 -6	-33%	-$216	﹤0.01%	1324
2023 Q2	$810	Buy	18 +13	+260%	+$496	﹤0.01%	978
2023 Q1	$173	Hold	5	–	–	﹤0.01%	1389
2022 Q4	$139	Buy	5 +2	+67%	+$53	﹤0.01%	1459
2022 Q3	$0	Buy	+3	New	+$96	﹤0.01%	1494
2022 Q1	$0	Buy	+1	New	+$49	﹤0.01%	1263

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

SJS Investment Consulting's SGRY Position: Q2 2026 in Review

SJS Investment Consulting opened a new position in Surgery Partners (SGRY) in Q2 2026: 616 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #1070 among its holdings. This is a return to the name: SJS Investment Consulting previously reported a position in SGRY as recently as Q4 2024.

SJS Investment Consulting first reported a position in SGRY in Q1 2022 and has held it in 12 quarters since. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

SJS Investment Consulting held 616 shares of Surgery Partners worth $10.3K as of Q2 2026.
Surgery Partners was a new SJS Investment Consulting position in Q2 2026.
Surgery Partners made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1070 holding.
SJS Investment Consulting first reported a position in Surgery Partners in Q1 2022 and has held it in 12 quarters since.
187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.