Mackenzie Financial’s Surgery Partners SGRY Stock Holding History

Mackenzie Financial’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	$283K	Buy	+16,853	New	+$237K	﹤0.01%	1428
2025 Q1	–	Sell	-21,974	Closed	-$465K	–	1787
2024 Q4	$465K	Buy	21,974 +599	+3%	+$15.7K	﹤0.01%	1207
2024 Q3	$689K	Buy	21,375 +1,376	+7%	+$40.6K	﹤0.01%	948
2024 Q2	$476K	Buy	19,999 +662	+3%	+$17K	﹤0.01%	1031
2024 Q1	$577K	Buy	+19,337	New	+$605K	﹤0.01%	989
2022 Q2	–	Sell	-4,730	Closed	-$260K	–	1534
2022 Q1	$260K	Buy	+4,730	New	+$234K	﹤0.01%	1184

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Jupiter Topco New York $245B AUM

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Mackenzie Financial's SGRY Position: Q2 2026 in Review

Mackenzie Financial opened a new position in Surgery Partners (SGRY) in Q2 2026: 16,853 shares worth $283K. The stake represents ﹤0.01% of the portfolio and ranks #1428 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in SGRY as recently as Q4 2024.

Mackenzie Financial first reported a position in SGRY in Q1 2022 and has held it in 6 quarters since. The position peaked at $689K in Q3 2024. 188 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Mackenzie Financial held 16,853 shares of Surgery Partners worth $283K as of Q2 2026.
Surgery Partners was a new Mackenzie Financial position in Q2 2026.
Surgery Partners made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1428 holding.
Mackenzie Financial first reported a position in Surgery Partners in Q1 2022 and has held it in 6 quarters since.
Mackenzie Financial's Surgery Partners position peaked at $689K in Q3 2024.
188 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.