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Covestor Ltd

SEC CIK
0001909846
Latest filing
Aug 7, 2026

SGRY holding history

Surgery Partners, Inc. in every 13F filed by Covestor Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SGRY overviewAll 13F holders of SGRYFull Q2 2026 holdings

Shares (Q2 2026)
4,791
Value
$81.0K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of SGRY by Covestor Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,791$81.0K<0.1%+1,465+44.0%AddedHolders
Q1 20263,326$40.0K<0.1%−1,920−36.6%ReducedHolders
Q4 20255,246$81.0K<0.1%−881−14.4%ReducedHolders
Q3 20256,127$132.0K0.1%−13,272−68.4%ReducedHolders
Q2 202519,399$431.0K0.3%+6,394+49.2%AddedHolders
Q1 202513,005$309.0K0.2%+10,803+490.6%AddedHolders
Q4 20242,202$47.0K<0.1%−825−27.3%ReducedHolders
Q3 20243,027$98.0K0.1%+10.0%AddedHolders
Q2 20243,026$72.0K<0.1%+1,892+166.8%AddedHolders
Q1 20241,134$34.0K<0.1%+12+1.1%AddedHolders
Q4 20231,122$36.0K<0.1%+876+356.1%AddedHolders
Q3 2023246$7.00K<0.1%−1−0.4%ReducedHolders
Q2 2023247$11.0K<0.1%−2−0.8%ReducedHolders
Q1 2023249$9.00K<0.1%00.0%UnchangedHolders
Q4 2022249$7.00K<0.1%−1−0.4%ReducedHolders
Q3 2022250$6.00K<0.1%−1−0.4%ReducedHolders
Q2 2022251$7.00K<0.1%−3−1.2%ReducedHolders
Q1 2022254$14.0K<0.1%+240+1,714.3%AddedHolders
Q4 202114$1.00K<0.1%–No prior filingHolders