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Financial Consulate’s Surgery Partners SGRY Stock Holding History

Financial Consulate’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 		$504 Buy
+30
New +$421 ﹤0.01% 1337
2025
Q4 		– Sell
-21
Closed -$455 – 1435
2025
Q3 		$455 Buy
+21
New +$468 ﹤0.01% 1049

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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Financial Consulate's SGRY Position: Q2 2026 in Review

Financial Consulate opened a new position in Surgery Partners (SGRY) in Q2 2026: 30 shares worth $504. The stake represents ﹤0.01% of the portfolio and ranks #1337 among its holdings. This is a return to the name: Financial Consulate previously reported a position in SGRY as recently as Q3 2025.

Financial Consulate first reported a position in SGRY in Q3 2025 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Financial Consulate held 30 shares of Surgery Partners worth $504 as of Q2 2026.
  • Surgery Partners was a new Financial Consulate position in Q2 2026.
  • Surgery Partners made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1337 holding.
  • Financial Consulate first reported a position in Surgery Partners in Q3 2025 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.