IWC
SGRY icon

Integrated Wealth Concepts’s Surgery Partners SGRY Stock Holding History

Integrated Wealth Concepts’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 		$2.92K Buy
+174
New +$2.44K ﹤0.01% 5227

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Integrated Wealth Concepts's SGRY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Surgery Partners (SGRY) in Q2 2026: 174 shares worth $2.92K. The stake represents ﹤0.01% of the portfolio and ranks #5227 among its holdings.

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

  • Integrated Wealth Concepts held 174 shares of Surgery Partners worth $2.92K as of Q2 2026.
  • Surgery Partners was a new Integrated Wealth Concepts position in Q2 2026.
  • Surgery Partners made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5227 holding.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.