Surgery Partners shares owned by Creative Planning
Quarter-by-quarter ownership of Surgery Partners (SGRY) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Surgery Partners
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Quarterly reported holdings in Surgery Partners by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $416k | 19k | 21.64 |
| 2025-06-30 | $344k | 16k | 22.23 |
| 2025-03-31 | $651k | 27k | 23.75 |
| 2024-12-31 | $305k | 14k | 21.17 |
| 2024-09-30 | $258k | 8.0k | 32.24 |
| 2016-12-31 | $3.0k | 200 | 15.00 |