Creative Planning’s Surgery Partners SGRY Stock Holding History

Creative 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	$358K	Buy	21,287 +8,034	+61%	+$113K	﹤0.01%	3433
2026 Q1	$158K	Buy	+13,253	New	+$190K	﹤0.01%	3801
2025 Q4	–	Sell	-19,215	Closed	-$416K	–	4083
2025 Q3	$416K	Buy	19,215 +3,728	+24%	+$83.2K	﹤0.01%	2876
2025 Q2	$344K	Sell	15,487 -11,941	-44%	-$265K	﹤0.01%	2778
2025 Q1	$651K	Buy	27,428 +13,027	+90%	+$308K	﹤0.01%	2064
2024 Q4	$305K	Buy	14,401 +6,385	+80%	+$168K	﹤0.01%	2653
2024 Q3	$258K	Buy	+8,016	New	+$237K	﹤0.01%	2647
2017 Q1	–	Sell	-200	Closed	-$3K	–	4877
2016 Q4	$3K	Buy	+200	New	+$3.33K	﹤0.01%	4167

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

Creative Planning's SGRY Position: Q2 2026 in Review

Creative Planning increased its Surgery Partners (SGRY) stake by 61% in Q2 2026, buying an estimated $113K and bringing the position to 21,287 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #3433.

Creative Planning first reported a position in SGRY in Q4 2016 and has held it in 8 quarters since. The position peaked at $651K in Q1 2025. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Creative Planning held 21,287 shares of Surgery Partners worth $358K as of Q2 2026.
Creative Planning bought 8,034 Surgery Partners shares in Q2 2026, an estimated $113K.
Surgery Partners made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3433 holding.
Creative Planning first reported a position in Surgery Partners in Q4 2016 and has held it in 8 quarters since.
Creative Planning's Surgery Partners position peaked at $651K in Q1 2025.
187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.