Versant Capital Management’s Surgery Partners SGRY Stock Holding History

Versant Capital 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 Q3	$3.88K	Buy	+280	New	+$4.2K	﹤0.01%	2496
2026 Q1	–	Sell	-199	Closed	-$3.08K	–	2838
2025 Q4	$3.08K	Buy	+199	New	+$3.66K	﹤0.01%	2377

Other funds holding SGRY

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Versant Capital Management's SGRY Position: Q3 2026 in Review

Versant Capital Management opened a new position in Surgery Partners (SGRY) in Q3 2026: 280 shares worth $3.88K. The stake represents ﹤0.01% of the portfolio and ranks #2496 among its holdings. This is a return to the name: Versant Capital Management previously reported a position in SGRY as recently as Q4 2025.

Versant Capital Management first reported a position in SGRY in Q4 2025 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

Versant Capital Management held 280 shares of Surgery Partners worth $3.88K as of Q3 2026.
Surgery Partners was a new Versant Capital Management position in Q3 2026.
Surgery Partners made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #2496 holding.
Versant Capital Management first reported a position in Surgery Partners in Q4 2025 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.