Modera Wealth Management »

Surgery Partners shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Surgery Partners (SGRY) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Surgery Partners

Tip: Access up to 7 years of quarterly data

All positions including Surgery Partners held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Surgery Partners by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 10k 21.64
2025-06-30 $228k 10k 22.23
2025-03-31 $244k 10k 23.75

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for Modera Wealth Management

Top funds holding Surgery Partners

Bain Capital Investors
Henderson Group
Pentwater Capital Management
FMR
King Street Capital Management
Vanguard Group
BlackRock
Dimensional Fund Advisors
ClearBridge Advisors
UBS Group
Glenview Captal Management
Geode Capital Management
State Street Corporation
Invesco
Centiva Capital

View all funds holding Surgery Partners