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Venturi Wealth Management’s Surgery Partners SGRY Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-236
Closed -$5K – 1593
2024
Q4 		$5K Buy
+236
New +$6.19K ﹤0.01% 1668

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Venturi Wealth Management's SGRY Position: Q1 2025 in Review

Venturi Wealth Management sold out of Surgery Partners (SGRY) in Q1 2025, closing a stake of 236 shares — an estimated $5K sold.

Venturi Wealth Management first reported a position in SGRY in Q4 2024 and held it in 1 quarter. The position peaked at $5K in Q4 2024. 208 funds tracked by Wall St. Rank hold SGRY as of Q1 2025.

  • Venturi Wealth Management reported no remaining Surgery Partners position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 236 Surgery Partners shares in Q1 2025, an estimated $5K.
  • Venturi Wealth Management first reported a position in Surgery Partners in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Surgery Partners position peaked at $5K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.