Northwestern Mutual Wealth Management’s Surgery Partners SGRY Stock Holding History

Northwestern Mutual Wealth Management’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	$2.94K	Hold	175	–	–	﹤0.01%	3560
2026 Q1	$2.09K	Hold	175	–	–	﹤0.01%	3587
2025 Q4	$2.7K	Sell	175 -15	-8%	-$276	﹤0.01%	3397
2025 Q3	$4.11K	Buy	190 +15	+9%	+$335	﹤0.01%	3208
2025 Q2	$3.89K	Hold	175	–	–	﹤0.01%	3083
2025 Q1	$4.16K	Buy	175 +173	+8,650%	+$4.09K	﹤0.01%	2994
2024 Q4	$42	Sell	2 -161	-99%	-$4.22K	﹤0.01%	3523
2024 Q3	$5.25K	Buy	+163	New	+$4.81K	﹤0.01%	2880
2024 Q1	–	Sell	-54	Closed	-$1.73K	–	3781
2023 Q4	$1.73K	Buy	+54	New	+$1.57K	﹤0.01%	3085
2023 Q2	–	Sell	-5	Closed	-$172	–	3577
2023 Q1	$172	Buy	+5	New	+$162	﹤0.01%	3200

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

Northwestern Mutual Wealth Management's SGRY Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its Surgery Partners (SGRY) position steady in Q2 2026 at 175 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3560.

Northwestern Mutual Wealth Management first reported a position in SGRY in Q1 2023 and has held it in 10 quarters since. The position peaked at $5.25K in Q3 2024. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Northwestern Mutual Wealth Management held 175 shares of Surgery Partners worth $2.94K as of Q2 2026.
Northwestern Mutual Wealth Management left its Surgery Partners share count unchanged in Q2 2026.
Surgery Partners made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3560 holding.
Northwestern Mutual Wealth Management first reported a position in Surgery Partners in Q1 2023 and has held it in 10 quarters since.
Northwestern Mutual Wealth Management's Surgery Partners position peaked at $5.25K in Q3 2024.
187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.