UBS AM
SGRY icon

UBS AM’s Surgery Partners SGRY Stock Holding History

UBS AM’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 		$24.7M Sell
1,471,492
-117,876
-7% -$1.66M ﹤0.01% 850
2026
Q1 		$18.9M Buy
1,589,368
+488,822
+44% +$7.02M ﹤0.01% 902
2025
Q4 		$17M Buy
1,100,546
+55,501
+5% +$1.02M ﹤0.01% 904
2025
Q3 		$22.6M Sell
1,045,045
-116,582
-10% -$2.6M ﹤0.01% 783
2025
Q2 		$25.8M Buy
1,161,627
+649,821
+127% +$14.4M 0.01% 940
2025
Q1 		$12.2M Sell
511,806
-43,348
-8% -$1.03M ﹤0.01% 1148
2024
Q4 		$11.8M Sell
555,154
-23,394
-4% -$614K ﹤0.01% 1177
2024
Q3 		$18.7M Sell
578,548
-1,768
-0.3% -$52.2K ﹤0.01% 977
2024
Q2 		$13.8M Buy
580,316
+65,810
+13% +$1.69M ﹤0.01% 1006
2024
Q1 		$15.3M Buy
514,506
+19,064
+4% +$596K 0.01% 873
2023
Q4 		$15.8M Buy
495,442
+98,078
+25% +$2.85M 0.01% 836
2023
Q3 		$11.6M Buy
397,364
+9,519
+2% +$342K 0.01% 910
2023
Q2 		$13.4M Hold
387,845
– – 0.01% 866
2023
Q1 		$13.4M Buy
387,845
+3,494
+0.9% +$113K 0.01% 866
2022
Q4 		$10.7M Buy
384,351
+62,456
+19% +$1.65M 0.01% 915
2022
Q3 		$7.53M Sell
321,895
-51,536
-14% -$1.65M ﹤0.01% 1057
2022
Q2 		$10.8M Sell
373,431
-9,946
-3% -$435K 0.01% 931
2022
Q1 		$21.1M Sell
383,377
-17,423
-4% -$862K 0.01% 833
2021
Q4 		$21.4M Sell
400,800
-12,462
-3% -$578K 0.01% 882
2021
Q3 		$17.5M Buy
413,262
+378,797
+1,099% +$19.3M 0.01% 905
2021
Q2 		$2.3M Buy
34,465
+8,313
+32% +$451K ﹤0.01% 1786
2021
Q1 		$1.16M Buy
26,152
+3,084
+13% +$115K ﹤0.01% 2020
2020
Q4 		$669K Hold
23,068
– – ﹤0.01% 2178
2020
Q3 		$505K Buy
23,068
+9,968
+76% +$177K ﹤0.01% 2139
2020
Q2 		$152K Buy
+13,100
New +$144K ﹤0.01% 2425
2016
Q4 		– Sell
-15,200
Closed -$308K – 2635
2016
Q3 		$308K Hold
15,200
– – ﹤0.01% 2253
2016
Q2 		$272K Buy
+15,200
New +$226K ﹤0.01% 2273

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

UBS AM's SGRY Position: Q2 2026 in Review

UBS AM reduced its Surgery Partners (SGRY) stake by 7.4% in Q2 2026, selling an estimated $1.66M and leaving 1,471,492 shares worth $24.7M. The position accounts for ﹤0.01% of the portfolio, ranked #850.

UBS AM first reported a position in SGRY in Q2 2016 and has held it in 27 quarters since. The position peaked at $25.8M in Q2 2025. 188 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • UBS AM held 1,471,492 shares of Surgery Partners worth $24.7M as of Q2 2026.
  • UBS AM sold 117,876 Surgery Partners shares in Q2 2026, an estimated $1.66M.
  • Surgery Partners made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #850 holding.
  • UBS AM first reported a position in Surgery Partners in Q2 2016 and has held it in 27 quarters since.
  • UBS AM's Surgery Partners position peaked at $25.8M in Q2 2025.
  • 188 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.