Position in SGRY
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$1,210,540
+$355,483 QoQ
Shares Held
72,056
+0.5% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 187 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SGRY Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Corient Private Wealth LLC holds $78,025,979 across 27 Medical Care Facilities names. SGRY ranks #11 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
98,705 | $38,484,091 | |
| 2 | PACS |
PACS Group, Inc.
|
152,846 | $6,517,353 | |
| 3 | DVA |
Davita Inc.
|
27,685 | $6,159,358 | |
| 4 | UHS |
Universal Health Services Inc
|
33,351 | $4,958,959 | |
| 5 | AMN |
Amn Healthcare Services Inc
|
101,418 | $3,282,900 | |
| 6 | NHC |
National Healthcare Corp
|
11,825 | $2,499,332 | |
| 7 | CHE |
Chemed Corp
|
4,882 | $2,273,742 | |
| 8 | EHC |
Encompass Health Corp
|
16,988 | $1,717,147 |
All Filings in SGRY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,210,540 | 72,056 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $855,057 | 71,733 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||