Handelsbanken Fonder’s Surgery Partners SGRY Stock Holding History

Handelsbanken Fonder’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	$312K	Buy	18,600 +500	+3%	+$7.02K	﹤0.01%	1454
2026 Q1	$216K	Hold	18,100	–	–	﹤0.01%	1451
2025 Q4	$280K	Hold	18,100	–	–	﹤0.01%	1445
2025 Q3	$392K	Hold	18,100	–	–	﹤0.01%	1353
2025 Q2	$402K	Hold	18,100	–	–	﹤0.01%	1333
2025 Q1	$430K	Hold	18,100	–	–	﹤0.01%	1298
2024 Q4	$383K	Hold	18,100	–	–	﹤0.01%	1388
2024 Q3	$584K	Buy	18,100 +4,700	+35%	+$139K	﹤0.01%	1185
2024 Q2	$319K	Buy	13,400 +2,100	+19%	+$53.9K	﹤0.01%	1361
2024 Q1	$337K	Hold	11,300	–	–	﹤0.01%	1345
2023 Q4	$361K	Buy	11,300 +3,400	+43%	+$98.7K	﹤0.01%	1307
2023 Q3	$231K	Hold	7,900	–	–	﹤0.01%	1407
2023 Q2	$355K	Hold	7,900	–	–	﹤0.01%	1259
2023 Q1	$272K	Hold	7,900	–	–	﹤0.01%	1335
2022 Q4	$220K	Buy	+7,900	New	+$209K	﹤0.01%	1396
2022 Q3	–	Sell	-7,900	Closed	-$228K	–	1592
2022 Q2	$228K	Hold	7,900	–	–	﹤0.01%	1452
2022 Q1	$435K	Sell	7,900 -2,500	-24%	-$124K	﹤0.01%	1303
2021 Q4	$555K	Sell	10,400 -600	-5%	-$27.8K	﹤0.01%	1275
2021 Q3	$466K	Buy	11,000 +1,900	+21%	+$97K	﹤0.01%	1402
2021 Q2	$606K	Buy	+9,100	New	+$494K	﹤0.01%	1240

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

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

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Handelsbanken Fonder's SGRY Position: Q2 2026 in Review

Handelsbanken Fonder increased its Surgery Partners (SGRY) stake by 2.8% in Q2 2026, buying an estimated $7.02K and bringing the position to 18,600 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Handelsbanken Fonder first reported a position in SGRY in Q2 2021 and has held it in 20 quarters since. The position peaked at $606K in Q2 2021. 35 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Handelsbanken Fonder held 18,600 shares of Surgery Partners worth $312K as of Q2 2026.
Handelsbanken Fonder bought 500 Surgery Partners shares in Q2 2026, an estimated $7.02K.
Surgery Partners made up ﹤0.01% of Handelsbanken Fonder's portfolio in Q2 2026, its #1454 holding.
Handelsbanken Fonder first reported a position in Surgery Partners in Q2 2021 and has held it in 20 quarters since.
Handelsbanken Fonder's Surgery Partners position peaked at $606K in Q2 2021.
35 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.