Zurich Cantonal Bank
SGRY icon

Zurich Cantonal Bank’s Surgery Partners SGRY Stock Holding History

Zurich Cantonal Bank’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 		$439K Hold
26,148
– – ﹤0.01% 2013
2026
Q1 		$312K Hold
26,148
– – ﹤0.01% 2076
2025
Q4 		$404K Buy
26,148
+9,977
+62% +$183K ﹤0.01% 1912
2025
Q3 		$350K Hold
16,171
– – ﹤0.01% 1922
2025
Q2 		$359K Sell
16,171
-4,987
-24% -$111K ﹤0.01% 1859
2025
Q1 		$503K Sell
21,158
-2,194
-9% -$51.9K ﹤0.01% 1596
2024
Q4 		$494K Buy
23,352
+4,119
+21% +$108K ﹤0.01% 1635
2024
Q3 		$620K Buy
19,233
+3,729
+24% +$110K ﹤0.01% 1424
2024
Q2 		$369K Buy
15,504
+2,703
+21% +$69.4K ﹤0.01% 1700
2024
Q1 		$382K Sell
12,801
-2,579
-17% -$80.7K ﹤0.01% 1650
2023
Q4 		$492K Buy
15,380
+4,874
+46% +$141K ﹤0.01% 1510
2023
Q3 		$307K Buy
10,506
+1,387
+15% +$49.9K ﹤0.01% 1684
2023
Q2 		$410K Hold
9,119
– – ﹤0.01% 1473
2023
Q1 		$314K Buy
9,119
+2,142
+31% +$69.5K ﹤0.01% 1592
2022
Q4 		$194K Buy
6,977
+2,622
+60% +$69.4K ﹤0.01% 1839
2022
Q3 		$102K Hold
4,355
– – ﹤0.01% 2211
2022
Q2 		$126K Hold
4,355
– – ﹤0.01% 2088
2022
Q1 		$240K Hold
4,355
– – ﹤0.01% 1775
2021
Q4 		$233K Buy
4,355
+898
+26% +$41.6K ﹤0.01% 1964
2021
Q3 		$146K Hold
3,457
– – ﹤0.01% 2118
2021
Q2 		$230K Sell
3,457
-653
-16% -$35.5K ﹤0.01% 1719
2021
Q1 		$182K Hold
4,110
– – ﹤0.01% 1839
2020
Q4 		$119K Buy
4,110
+1,575
+62% +$39.2K ﹤0.01% 2141
2020
Q3 		$56K Hold
2,535
– – ﹤0.01% 2222
2020
Q2 		$29K Hold
2,535
– – ﹤0.01% 2373
2020
Q1 		$17K Hold
2,535
– – ﹤0.01% 2384
2019
Q4 		$40K Sell
2,535
-1,449
-36% -$16.4K ﹤0.01% 2257
2019
Q3 		$29K Hold
3,984
– – ﹤0.01% 2321
2019
Q2 		$32K Hold
3,984
– – ﹤0.01% 2295
2019
Q1 		$45K Sell
3,984
-1,503
-27% -$18.9K ﹤0.01% 2078
2018
Q4 		$54K Buy
+5,487
New +$73.6K ﹤0.01% 1991

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

Zurich Cantonal Bank's SGRY Position: Q2 2026 in Review

Zurich Cantonal Bank held its Surgery Partners (SGRY) position steady in Q2 2026 at 26,148 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Zurich Cantonal Bank first reported a position in SGRY in Q4 2018 and has held it in 31 quarters since. The position peaked at $620K in Q3 2024. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Zurich Cantonal Bank held 26,148 shares of Surgery Partners worth $439K as of Q2 2026.
  • Zurich Cantonal Bank left its Surgery Partners share count unchanged in Q2 2026.
  • Surgery Partners made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #2013 holding.
  • Zurich Cantonal Bank first reported a position in Surgery Partners in Q4 2018 and has held it in 31 quarters since.
  • Zurich Cantonal Bank's Surgery Partners position peaked at $620K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.