ZIM
SGRY icon

Zacks Investment Management’s Surgery Partners SGRY Stock Holding History

Zacks 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
2026
Q2 		$1.08M Buy
+64,181
New +$901K 0.01% 416
2024
Q4 		– Sell
-10,095
Closed -$325K – 762
2024
Q3 		$325K Sell
10,095
-1,660
-14% -$49K ﹤0.01% 543
2024
Q2 		$280K Sell
11,755
-1,302
-10% -$33.4K ﹤0.01% 518
2024
Q1 		$389K Buy
13,057
+3,055
+31% +$95.6K ﹤0.01% 507
2023
Q4 		$320K Sell
10,002
-4,186
-30% -$121K ﹤0.01% 517
2023
Q3 		$415K Hold
14,188
– – 0.01% 472
2023
Q2 		$638K Hold
14,188
– – 0.01% 430
2023
Q1 		$489K Buy
14,188
+20
+0.1% +$649 0.01% 454
2022
Q4 		$395K Sell
14,168
-1,970
-12% -$52.2K 0.01% 467
2022
Q3 		$378K Sell
16,138
-814
-5% -$26K 0.01% 457
2022
Q2 		$490K Sell
16,952
-1,513
-8% -$66.1K 0.01% 435
2022
Q1 		$1.02M Buy
18,465
+15
+0.1% +$742 0.01% 365
2021
Q4 		$985K Buy
+18,450
New +$856K 0.01% 378

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 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
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Zacks Investment Management's SGRY Position: Q2 2026 in Review

Zacks Investment Management opened a new position in Surgery Partners (SGRY) in Q2 2026: 64,181 shares worth $1.08M. The stake represents 0.01% of the portfolio and ranks #416 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in SGRY as recently as Q3 2024.

Zacks Investment Management first reported a position in SGRY in Q4 2021 and has held it in 13 quarters since. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Zacks Investment Management held 64,181 shares of Surgery Partners worth $1.08M as of Q2 2026.
  • Surgery Partners was a new Zacks Investment Management position in Q2 2026.
  • Surgery Partners made up 0.01% of Zacks Investment Management's portfolio in Q2 2026, its #416 holding.
  • Zacks Investment Management first reported a position in Surgery Partners in Q4 2021 and has held it in 13 quarters since.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.