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Summit Securities Group’s Surgery Partners SGRY Stock Holding History

Summit Securities Group’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
2025
Q1 		– Sell
-200
Closed -$4.23K – 1069
2024
Q4 		$4.23K Sell
200
-600
-75% -$15.7K ﹤0.01% 523
2024
Q3 		$26K Buy
+800
New +$23.6K 0.01% 307

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Securities Group's SGRY Position: Q2 2025 in Review

Summit Securities Group sold out of Surgery Partners (SGRY) in Q2 2025, closing a stake of 1,318 shares — an estimated $31.3K sold.

Summit Securities Group first reported a position in SGRY in Q3 2024 and held it in 2 quarters. The position peaked at $32K in Q3 2024. 201 funds tracked by Wall St. Rank hold SGRY as of Q2 2025.

  • Summit Securities Group reported no remaining Surgery Partners position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,318 Surgery Partners shares in Q2 2025, an estimated $31.3K.
  • Summit Securities Group first reported a position in Surgery Partners in Q3 2024 and held it in 2 quarters.
  • Summit Securities Group's Surgery Partners position peaked at $32K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.