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MassMutual Private Wealth & Trust’s Surgery Partners SGRY Stock Holding History

MassMutual Private Wealth & Trust’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 Hold
30
– – ﹤0.01% 2267
2026
Q1 		$358 Buy
+30
New +$431 ﹤0.01% 2286

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
TP
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
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

MassMutual Private Wealth & Trust's SGRY Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Surgery Partners (SGRY) position steady in Q2 2026 at 30 shares worth $504. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

MassMutual Private Wealth & Trust first reported a position in SGRY in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • MassMutual Private Wealth & Trust held 30 shares of Surgery Partners worth $504 as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Surgery Partners share count unchanged in Q2 2026.
  • Surgery Partners made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2267 holding.
  • MassMutual Private Wealth & Trust first reported a position in Surgery Partners in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.