Root Financial Partners
SGRY icon

Root Financial Partners’s Surgery Partners SGRY Stock Holding History

Root Financial Partners’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
Q3 		$2.02K Buy
+146
New +$2.19K ﹤0.01% 2635
2026
Q2 		– Sell
-2
Closed -$24 – 2691
2026
Q1 		$24 Hold
2
– – ﹤0.01% 3432
2025
Q4 		$31 Sell
2
-1
-33% -$18 ﹤0.01% 2404
2025
Q3 		$65 Buy
+3
New +$67 ﹤0.01% 2260

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Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Tranquility Partners
Tranquility Partners Brentwood, Tennessee $288M AUM 15.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Root Financial Partners's SGRY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Surgery Partners (SGRY) in Q3 2026: 146 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #2635 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SGRY as recently as Q1 2026.

Root Financial Partners first reported a position in SGRY in Q3 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

  • Root Financial Partners held 146 shares of Surgery Partners worth $2.02K as of Q3 2026.
  • Surgery Partners was a new Root Financial Partners position in Q3 2026.
  • Surgery Partners made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2635 holding.
  • Root Financial Partners first reported a position in Surgery Partners in Q3 2025 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.