Vanguard Portfolio Management
SGRY icon

Vanguard Portfolio Management’s Surgery Partners SGRY Stock Holding History

Vanguard Portfolio Management’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 		$62.8M Buy
3,737,712
+109,281
+3% +$1.53M ﹤0.01% 1656
2026
Q1 		$43.3M Buy
+3,628,431
New +$52.1M ﹤0.01% 1701

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management's SGRY Position: Q2 2026 in Review

Vanguard Portfolio Management increased its Surgery Partners (SGRY) stake by 3% in Q2 2026, buying an estimated $1.53M and bringing the position to 3,737,712 shares worth $62.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Vanguard Portfolio Management first reported a position in SGRY in Q1 2026 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Vanguard Portfolio Management held 3,737,712 shares of Surgery Partners worth $62.8M as of Q2 2026.
  • Vanguard Portfolio Management bought 109,281 Surgery Partners shares in Q2 2026, an estimated $1.53M.
  • Surgery Partners made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #1656 holding.
  • Vanguard Portfolio Management first reported a position in Surgery Partners in Q1 2026 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.