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Essential Partners’s Surgery Partners SGRY Stock Holding History

Essential Partners’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 		$17 Buy
+1
New +$14 ﹤0.01% 2835
2026
Q1 		– Sell
-5
Closed -$77 – 2969
2025
Q4 		$77 Buy
+5
New +$92 ﹤0.01% 2584

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

Essential Partners's SGRY Position: Q2 2026 in Review

Essential Partners opened a new position in Surgery Partners (SGRY) in Q2 2026: 1 share worth $17. The stake represents ﹤0.01% of the portfolio and ranks #2835 among its holdings. This is a return to the name: Essential Partners previously reported a position in SGRY as recently as Q4 2025.

Essential Partners first reported a position in SGRY in Q4 2025 and has held it in 2 quarters since. The position peaked at $77 in Q4 2025. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Essential Partners held 1 share of Surgery Partners worth $17 as of Q2 2026.
  • Surgery Partners was a new Essential Partners position in Q2 2026.
  • Surgery Partners made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2835 holding.
  • Essential Partners first reported a position in Surgery Partners in Q4 2025 and has held it in 2 quarters since.
  • Essential Partners's Surgery Partners position peaked at $77 in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.