EverSource Wealth Advisors’s Surgery Partners SGRY Stock Holding History

EverSource Wealth Advisors’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	$1.23K	Buy	73 +48	+192%	+$674	﹤0.01%	3899
2026 Q1	$298	Buy	+25	New	+$359	﹤0.01%	4145
2025 Q4	–	Sell	-10	Closed	-$216	–	4423
2025 Q3	$216	Sell	10 -13	-57%	-$290	﹤0.01%	4096
2025 Q2	$511	Sell	23 -41	-64%	-$911	﹤0.01%	3892
2025 Q1	$1.52K	Buy	64 +41	+178%	+$970	﹤0.01%	3057
2024 Q4	$487	Buy	+23	New	+$604	﹤0.01%	3207

Other funds holding SGRY

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

EverSource Wealth Advisors's SGRY Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Surgery Partners (SGRY) stake by 192% in Q2 2026, buying an estimated $674 and bringing the position to 73 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #3899.

EverSource Wealth Advisors first reported a position in SGRY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.52K in Q1 2025. 38 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

EverSource Wealth Advisors held 73 shares of Surgery Partners worth $1.23K as of Q2 2026.
EverSource Wealth Advisors bought 48 Surgery Partners shares in Q2 2026, an estimated $674.
Surgery Partners made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3899 holding.
EverSource Wealth Advisors first reported a position in Surgery Partners in Q4 2024 and has held it in 6 quarters since.
EverSource Wealth Advisors's Surgery Partners position peaked at $1.52K in Q1 2025.
38 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.