Steward Partners Investment Advisory’s Surgery Partners SGRY Stock Holding History

Steward Partners Investment Advisory’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	$67	Hold	4	–	–	﹤0.01%	4577
2026 Q1	$48	Hold	4	–	–	﹤0.01%	4364
2025 Q4	$62	Hold	4	–	–	﹤0.01%	4241
2025 Q3	$87	Buy	+4	New	+$89	﹤0.01%	4194
2017 Q4	–	Sell	-250	Closed	-$2K	–	1939
2017 Q3	$2K	Hold	250	–	–	﹤0.01%	1520
2017 Q2	$5K	Buy	250 +150	+150%	+$3.08K	﹤0.01%	1230
2017 Q1	$1K	Hold	100	–	–	﹤0.01%	1434
2016 Q4	$1K	Buy	+100	New	+$1.66K	﹤0.01%	827

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

Steward Partners Investment Advisory's SGRY Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Surgery Partners (SGRY) position steady in Q2 2026 at 4 shares worth $67. The position accounts for ﹤0.01% of the portfolio, ranked #4577.

Steward Partners Investment Advisory first reported a position in SGRY in Q4 2016 and has held it in 8 quarters since. The position peaked at $5K in Q2 2017. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Steward Partners Investment Advisory held 4 shares of Surgery Partners worth $67 as of Q2 2026.
Steward Partners Investment Advisory left its Surgery Partners share count unchanged in Q2 2026.
Surgery Partners made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4577 holding.
Steward Partners Investment Advisory first reported a position in Surgery Partners in Q4 2016 and has held it in 8 quarters since.
Steward Partners Investment Advisory's Surgery Partners position peaked at $5K in Q2 2017.
187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.