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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
Q3 		$458 Buy
33
+32
+3,200% +$480 ﹤0.01% 2423
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

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VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's SGRY Position: Q3 2026 in Review

Essential Partners increased its Surgery Partners (SGRY) stake by 3,200% in Q3 2026, buying an estimated $480 and bringing the position to 33 shares worth $458. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Essential Partners first reported a position in SGRY in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

  • Essential Partners held 33 shares of Surgery Partners worth $458 as of Q3 2026.
  • Essential Partners bought 32 Surgery Partners shares in Q3 2026, an estimated $480.
  • Surgery Partners made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2423 holding.
  • Essential Partners first reported a position in Surgery Partners in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.