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Kilter Group’s Surgery Partners SGRY Stock Holding History

Kilter Group’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 		$2.99K Hold
178
– – ﹤0.01% 868
2026
Q1 		$2.12K Buy
178
+19
+12% +$273 ﹤0.01% 929
2025
Q4 		$2.46K Buy
159
+120
+308% +$2.21K ﹤0.01% 697
2025
Q3 		$844 Sell
39
-5
-11% -$112 ﹤0.01% 934
2025
Q2 		$979 Buy
+44
New +$978 ﹤0.01% 825

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

Kilter Group's SGRY Position: Q2 2026 in Review

Kilter Group held its Surgery Partners (SGRY) position steady in Q2 2026 at 178 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Kilter Group first reported a position in SGRY in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Kilter Group held 178 shares of Surgery Partners worth $2.99K as of Q2 2026.
  • Kilter Group left its Surgery Partners share count unchanged in Q2 2026.
  • Surgery Partners made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #868 holding.
  • Kilter Group first reported a position in Surgery Partners in Q2 2025 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.