Wellington Management Group
SGRY icon

Wellington Management Group’s Surgery Partners SGRY Stock Holding History

Wellington Management Group’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
-7,091,756
Closed -$168M – 2037
2025
Q1 		$168M Buy
7,091,756
+1,165,667
+20% +$27.6M 0.03% 390
2024
Q4 		$125M Sell
5,926,089
-3,919,912
-40% -$103M 0.02% 481
2024
Q3 		$317M Sell
9,846,001
-617,585
-6% -$18.2M 0.06% 290
2024
Q2 		$249M Buy
10,463,586
+351,682
+3% +$9.02M 0.04% 334
2024
Q1 		$302M Buy
10,111,904
+1,793,728
+22% +$56.1M 0.05% 313
2023
Q4 		$266M Buy
8,318,176
+295,476
+4% +$8.57M 0.05% 337
2023
Q3 		$235M Buy
8,022,700
+1,511,396
+23% +$54.3M 0.05% 332
2023
Q2 		$293M Sell
6,511,304
-434,968
-6% -$16.6M 0.06% 311
2023
Q1 		$239M Buy
6,946,272
+151,794
+2% +$4.93M 0.05% 352
2022
Q4 		$189M Buy
+6,794,478
New +$180M 0.04% 399
2022
Q2 		– Sell
-5,511
Closed -$303K – 2182
2022
Q1 		$303K Buy
+5,511
New +$273K ﹤0.01% 2011
2021
Q4 		– Sell
-10,635
Closed -$450K – 2286
2021
Q3 		$450K Buy
+10,635
New +$543K ﹤0.01% 1956

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

Wellington Management Group's SGRY Position: Q2 2025 in Review

Wellington Management Group sold out of Surgery Partners (SGRY) in Q2 2025, closing a stake of 7,091,756 shares — an estimated $168M sold.

Wellington Management Group first reported a position in SGRY in Q3 2021 and held it in 12 quarters. The position peaked at $317M in Q3 2024. 201 funds tracked by Wall St. Rank hold SGRY as of Q2 2025.

  • Wellington Management Group reported no remaining Surgery Partners position as of Q2 2025 after selling out during the quarter.
  • Wellington Management Group sold 7,091,756 Surgery Partners shares in Q2 2025, an estimated $168M.
  • Wellington Management Group first reported a position in Surgery Partners in Q3 2021 and held it in 12 quarters.
  • Wellington Management Group's Surgery Partners position peaked at $317M in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2025.

Based on Wellington Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.