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Evergreen Capital Management’s Surgery Partners SGRY Stock Holding History

Evergreen Capital Management’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 		$305K Buy
+18,154
New +$255K 0.01% 1210

Other funds holding SGRY

TP
Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Evergreen Capital Management's SGRY Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in Surgery Partners (SGRY) in Q2 2026: 18,154 shares worth $305K. The stake represents 0.01% of the portfolio and ranks #1210 among its holdings.

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

  • Evergreen Capital Management held 18,154 shares of Surgery Partners worth $305K as of Q2 2026.
  • Surgery Partners was a new Evergreen Capital Management position in Q2 2026.
  • Surgery Partners made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1210 holding.
  • 19 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.