Smartleaf Asset Management’s Surgery Partners SGRY Stock Holding History

Smartleaf Asset Management’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	$1.32K	Hold	80	–	–	﹤0.01%	3048
2026 Q1	$928	Buy	80 +12	+18%	+$172	﹤0.01%	3129
2025 Q4	$1.06K	Sell	68 -6	-8%	-$110	﹤0.01%	3152
2025 Q3	$1.62K	Buy	74 +19	+35%	+$424	﹤0.01%	2659
2025 Q2	$1.21K	Buy	+55	New	+$1.22K	﹤0.01%	2444
2025 Q1	–	Sell	-28	Closed	-$575	–	2982
2024 Q4	$575	Sell	28 -57	-67%	-$1.5K	﹤0.01%	2761
2024 Q3	$2.71K	Buy	85 +10	+13%	+$295	﹤0.01%	2379
2024 Q2	$1.82K	Buy	+75	New	+$1.92K	﹤0.01%	2260

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

Smartleaf Asset Management's SGRY Position: Q2 2026 in Review

Smartleaf Asset Management held its Surgery Partners (SGRY) position steady in Q2 2026 at 80 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #3048.

Smartleaf Asset Management first reported a position in SGRY in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.71K in Q3 2024. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Smartleaf Asset Management held 80 shares of Surgery Partners worth $1.32K as of Q2 2026.
Smartleaf Asset Management left its Surgery Partners share count unchanged in Q2 2026.
Surgery Partners made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3048 holding.
Smartleaf Asset Management first reported a position in Surgery Partners in Q2 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's Surgery Partners position peaked at $2.71K in Q3 2024.
187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.