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Troluce Capital Advisors’s Surgery Partners SGRY Stock Holding History

Troluce Capital Advisors’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
Q3 		– Sell
-100,000
Closed -$2.22M – 46
2025
Q2 		$2.22M Buy
+100,000
New +$2.22M 0.53% 22
2025
Q1 		– Sell
-409,154
Closed -$8.66M – 44
2024
Q4 		$8.66M Buy
+409,154
New +$10.7M 0.3% 12

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

Troluce Capital Advisors's SGRY Position: Q3 2025 in Review

Troluce Capital Advisors sold out of Surgery Partners (SGRY) in Q3 2025, closing a stake of 100,000 shares — an estimated $2.22M sold.

Troluce Capital Advisors first reported a position in SGRY in Q4 2024 and held it in 2 quarters. The position peaked at $8.66M in Q4 2024. 199 funds tracked by Wall St. Rank hold SGRY as of Q3 2025.

  • Troluce Capital Advisors reported no remaining Surgery Partners position as of Q3 2025 after selling out during the quarter.
  • Troluce Capital Advisors sold 100,000 Surgery Partners shares in Q3 2025, an estimated $2.22M.
  • Troluce Capital Advisors first reported a position in Surgery Partners in Q4 2024 and held it in 2 quarters.
  • Troluce Capital Advisors's Surgery Partners position peaked at $8.66M in Q4 2024.
  • 199 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2025.

Based on Troluce Capital Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.