Sterling Capital Management’s Surgery Partners SGRY Stock Holding History

Sterling Capital 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	$315K	Buy	18,731 +16,168	+631%	+$227K	0.01%	1033
2026 Q1	$30.6K	Sell	2,563 -1,895	-43%	-$27.2K	﹤0.01%	1834
2025 Q4	$68.9K	Sell	4,458 -898	-17%	-$16.5K	﹤0.01%	1674
2025 Q3	$116K	Buy	5,356 +3,298	+160%	+$73.6K	﹤0.01%	1481
2025 Q2	$45.7K	Buy	2,058 +733	+55%	+$16.3K	﹤0.01%	1531
2025 Q1	$31.5K	Sell	1,325 -82,740	-98%	-$1.96M	﹤0.01%	1538
2024 Q4	$1.78M	Buy	84,065 +24,694	+42%	+$648K	0.02%	452
2024 Q3	$1.91M	Buy	+59,371	New	+$1.75M	0.02%	397
2017 Q4	–	Sell	-20,330	Closed	-$210K	–	946
2017 Q3	$210K	Buy	+20,330	New	+$291K	﹤0.01%	879
2017 Q1	–	Sell	-67,893	Closed	-$1.08M	–	1004
2016 Q4	$1.08M	Sell	67,893 -13,733	-17%	-$228K	0.01%	549
2016 Q3	$1.65M	Buy	81,626 +26,056	+47%	+$479K	0.02%	426
2016 Q2	$995K	Buy	+55,570	New	+$827K	0.01%	530

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

Sterling Capital Management's SGRY Position: Q2 2026 in Review

Sterling Capital Management increased its Surgery Partners (SGRY) stake by 631% in Q2 2026, buying an estimated $227K and bringing the position to 18,731 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #1033.

Sterling Capital Management first reported a position in SGRY in Q2 2016 and has held it in 12 quarters since. The position peaked at $1.91M in Q3 2024. 188 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Sterling Capital Management held 18,731 shares of Surgery Partners worth $315K as of Q2 2026.
Sterling Capital Management bought 16,168 Surgery Partners shares in Q2 2026, an estimated $227K.
Surgery Partners made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1033 holding.
Sterling Capital Management first reported a position in Surgery Partners in Q2 2016 and has held it in 12 quarters since.
Sterling Capital Management's Surgery Partners position peaked at $1.91M in Q3 2024.
188 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.