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Weiss Asset Management’s Surgery Partners SGRY Stock Holding History

Weiss Asset 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
Q1 		– Sell
-158,589
Closed -$2.45M – 768
2025
Q4 		$2.45M Sell
158,589
-7,935
-5% -$146K 0.03% 279
2025
Q3 		$3.6M Sell
166,524
-133,362
-44% -$2.97M 0.04% 190
2025
Q2 		$6.67M Buy
299,886
+173,239
+137% +$3.85M 0.08% 144
2025
Q1 		$3.01M Buy
+126,647
New +$3M 0.06% 139

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Weiss Asset Management's SGRY Position: Q1 2026 in Review

Weiss Asset Management sold out of Surgery Partners (SGRY) in Q1 2026, closing a stake of 158,589 shares — an estimated $2.45M sold.

Weiss Asset Management first reported a position in SGRY in Q1 2025 and held it in 4 quarters. The position peaked at $6.67M in Q2 2025. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • Weiss Asset Management reported no remaining Surgery Partners position as of Q1 2026 after selling out during the quarter.
  • Weiss Asset Management sold 158,589 Surgery Partners shares in Q1 2026, an estimated $2.45M.
  • Weiss Asset Management first reported a position in Surgery Partners in Q1 2025 and held it in 4 quarters.
  • Weiss Asset Management's Surgery Partners position peaked at $6.67M in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Weiss Asset Management's 13F filing for Q1 2026, filed 15 May 2026.