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Sunrise Financial Services’s Surgery Partners SGRY Stock Holding History

Sunrise Financial Services’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 		– Sell
-36
Closed -$429 – 640
2026
Q1 		$429 Buy
+36
New +$517 ﹤0.01% 568

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sunrise Financial Services's SGRY Position: Q2 2026 in Review

Sunrise Financial Services sold out of Surgery Partners (SGRY) in Q2 2026, closing a stake of 36 shares — an estimated $429 sold.

Sunrise Financial Services first reported a position in SGRY in Q1 2026 and held it in 1 quarter. The position peaked at $429 in Q1 2026. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Sunrise Financial Services reported no remaining Surgery Partners position as of Q2 2026 after selling out during the quarter.
  • Sunrise Financial Services sold 36 Surgery Partners shares in Q2 2026, an estimated $429.
  • Sunrise Financial Services first reported a position in Surgery Partners in Q1 2026 and held it in 1 quarter.
  • Sunrise Financial Services's Surgery Partners position peaked at $429 in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.