TD Asset Management
SGRY icon

TD Asset Management’s Surgery Partners SGRY Stock Holding History

TD Asset 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 		$2.66M Buy
158,094
+92,174
+140% +$1.29M ﹤0.01% 920
2026
Q1 		$786K Buy
65,920
+49,740
+307% +$714K ﹤0.01% 1123
2025
Q4 		$250K Sell
16,180
-3,672
-18% -$67.5K ﹤0.01% 1207
2025
Q3 		$430K Buy
+19,852
New +$443K ﹤0.01% 1182
2024
Q3 		– Sell
-37,392
Closed -$890K – 1421
2024
Q2 		$890K Sell
37,392
-97,276
-72% -$2.5M ﹤0.01% 1184
2024
Q1 		$4.02M Sell
134,668
-24,004
-15% -$751K ﹤0.01% 822
2023
Q4 		$5.08M Sell
158,672
-49,310
-24% -$1.43M 0.01% 766
2023
Q3 		$6.08M Buy
207,982
+108,911
+110% +$3.92M 0.01% 684
2023
Q2 		$4.46M Buy
99,071
+37,080
+60% +$1.41M 0.01% 765
2023
Q1 		$2.14M Buy
61,991
+32,000
+107% +$1.04M ﹤0.01% 965
2022
Q4 		$836K Sell
29,991
-40,654
-58% -$1.08M ﹤0.01% 1175
2022
Q3 		$1.75M Sell
70,645
-23,876
-25% -$762K ﹤0.01% 1042
2022
Q2 		$2.73M Sell
94,521
-17,808
-16% -$778K ﹤0.01% 915
2022
Q1 		$6.18M Sell
112,329
-14,755
-12% -$730K 0.01% 774
2021
Q4 		$6.79M Buy
127,084
+34,415
+37% +$1.6M 0.01% 788
2021
Q3 		$3.92M Buy
92,669
+3,500
+4% +$179K ﹤0.01% 888
2021
Q2 		$4.87M Sell
89,169
-6,337
-7% -$344K ﹤0.01% 833
2021
Q1 		$4.23M Buy
+95,506
New +$3.55M ﹤0.01% 876

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

TD Asset Management's SGRY Position: Q2 2026 in Review

TD Asset Management increased its Surgery Partners (SGRY) stake by 140% in Q2 2026, buying an estimated $1.29M and bringing the position to 158,094 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #920.

TD Asset Management first reported a position in SGRY in Q1 2021 and has held it in 18 quarters since. The position peaked at $6.79M in Q4 2021. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • TD Asset Management held 158,094 shares of Surgery Partners worth $2.66M as of Q2 2026.
  • TD Asset Management bought 92,174 Surgery Partners shares in Q2 2026, an estimated $1.29M.
  • Surgery Partners made up ﹤0.01% of TD Asset Management's portfolio in Q2 2026, its #920 holding.
  • TD Asset Management first reported a position in Surgery Partners in Q1 2021 and has held it in 18 quarters since.
  • TD Asset Management's Surgery Partners position peaked at $6.79M in Q4 2021.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.