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Camelot Portfolios’s Surgery Partners SGRY Stock Holding History

Camelot Portfolios’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 		$230K Sell
13,712
-20
-0.1% -$281 0.16% 172
2026
Q1 		$164K Buy
13,732
+175
+1% +$2.51K 0.12% 181
2025
Q4 		$209K Sell
13,557
-439
-3% -$8.07K 0.13% 169
2025
Q3 		$303K Sell
13,996
-446
-3% -$9.95K 0.18% 142
2025
Q2 		$321K Buy
+14,442
New +$321K 0.19% 142

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Camelot Portfolios's SGRY Position: Q2 2026 in Review

Camelot Portfolios reduced its Surgery Partners (SGRY) stake by 0.15% in Q2 2026, selling an estimated $281 and leaving 13,712 shares worth $230K. The position accounts for 0.16% of the portfolio, ranked #172.

Camelot Portfolios first reported a position in SGRY in Q2 2025 and has held it in 5 quarters since. The position peaked at $321K in Q2 2025. 188 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Camelot Portfolios held 13,712 shares of Surgery Partners worth $230K as of Q2 2026.
  • Camelot Portfolios sold 20 Surgery Partners shares in Q2 2026, an estimated $281.
  • Surgery Partners made up 0.16% of Camelot Portfolios's portfolio in Q2 2026, its #172 holding.
  • Camelot Portfolios first reported a position in Surgery Partners in Q2 2025 and has held it in 5 quarters since.
  • Camelot Portfolios's Surgery Partners position peaked at $321K in Q2 2025.
  • 188 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.