Action Point Financial Planning’s Surgery Partners SGRY Stock Holding History

Action Point Financial Planning’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	$101	Buy	+6	New	+$84	﹤0.01%	2731

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Jupiter Topco New York $245B AUM

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Action Point Financial Planning's SGRY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Surgery Partners (SGRY) in Q2 2026: 6 shares worth $101. The stake represents ﹤0.01% of the portfolio and ranks #2731 among its holdings.

186 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Action Point Financial Planning held 6 shares of Surgery Partners worth $101 as of Q2 2026.
Surgery Partners was a new Action Point Financial Planning position in Q2 2026.
Surgery Partners made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2731 holding.
186 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.