WCM Investment Management
SGRY icon

WCM Investment Management’s Surgery Partners SGRY Stock Holding History

WCM Investment 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
Q2 		– Sell
-509,413
Closed -$12.2M – 276
2025
Q1 		$12.2M Sell
509,413
-2,644
-0.5% -$62.6K 0.03% 131
2024
Q4 		$10.5M Sell
512,057
-10,027
-2% -$263K 0.02% 152
2024
Q3 		$16.7M Buy
522,084
+1,819
+0.3% +$53.7K 0.04% 112
2024
Q2 		$12.7M Buy
520,265
+11,777
+2% +$302K 0.03% 135
2024
Q1 		$15.2M Buy
508,488
+2,652
+0.5% +$83K 0.04% 123
2023
Q4 		$16.3M Buy
505,836
+39,456
+8% +$1.14M 0.05% 115
2023
Q3 		$13.6M Buy
466,380
+48,722
+12% +$1.75M 0.04% 111
2023
Q2 		$19M Buy
417,658
+29,692
+8% +$1.13M 0.06% 79
2023
Q1 		$13.4M Buy
387,966
+2,791
+0.7% +$90.6K 0.04% 114
2022
Q4 		$10.7M Sell
385,175
-6,414
-2% -$170K 0.04% 129
2022
Q3 		$9.72M Buy
391,589
+38,111
+11% +$1.22M 0.03% 124
2022
Q2 		$10.6M Buy
353,478
+74,410
+27% +$3.25M 0.04% 124
2022
Q1 		$15.4M Buy
279,068
+26,444
+10% +$1.31M 0.04% 95
2021
Q4 		$13.5M Buy
252,624
+97,536
+63% +$4.52M 0.03% 109
2021
Q3 		$6.57M Buy
155,088
+1,014
+0.7% +$51.7K 0.02% 143
2021
Q2 		$10.3M Sell
154,074
-78,601
-34% -$4.27M 0.03% 123
2021
Q1 		$10.3M Sell
232,675
-5,838
-2% -$217K 0.03% 108
2020
Q4 		$6.92M Sell
238,513
-124,979
-34% -$3.11M 0.02% 130
2020
Q3 		$7.96M Sell
363,492
-78,478
-18% -$1.39M 0.03% 109
2020
Q2 		$5.11M Buy
+441,970
New +$4.84M 0.02% 128
2019
Q3 		– Sell
-62,019
Closed -$505K – 164
2019
Q2 		$505K Sell
62,019
-1,528
-2% -$15.2K ﹤0.01% 142
2019
Q1 		$717K Buy
+63,547
New +$800K 0.01% 130

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WCM Investment Management's SGRY Position: Q2 2025 in Review

WCM Investment Management sold out of Surgery Partners (SGRY) in Q2 2025, closing a stake of 509,413 shares — an estimated $12.2M sold.

WCM Investment Management first reported a position in SGRY in Q1 2019 and held it in 22 quarters. The position peaked at $19M in Q2 2023. 201 funds tracked by Wall St. Rank hold SGRY as of Q2 2025.

  • WCM Investment Management reported no remaining Surgery Partners position as of Q2 2025 after selling out during the quarter.
  • WCM Investment Management sold 509,413 Surgery Partners shares in Q2 2025, an estimated $12.2M.
  • WCM Investment Management first reported a position in Surgery Partners in Q1 2019 and held it in 22 quarters.
  • WCM Investment Management's Surgery Partners position peaked at $19M in Q2 2023.
  • 201 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2025.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.