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TD Waterhouse Canada’s Surgery Partners SGRY Stock Holding History

TD Waterhouse Canada’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 		$2.76M Buy
166,411
+27,559
+20% +$387K 0.01% 524
2026
Q1 		$1.7M Buy
138,852
+23,514
+20% +$337K 0.01% 592
2025
Q4 		$1.78M Buy
115,338
+60,063
+109% +$1.1M 0.01% 475
2025
Q3 		$1.17M Buy
55,275
+1,615
+3% +$36K 0.01% 536
2025
Q2 		$1.21M Buy
+53,660
New +$1.19M 0.01% 516

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 Waterhouse Canada's SGRY Position: Q2 2026 in Review

TD Waterhouse Canada increased its Surgery Partners (SGRY) stake by 20% in Q2 2026, buying an estimated $387K and bringing the position to 166,411 shares worth $2.76M. The position accounts for 0.01% of the portfolio, ranked #524.

TD Waterhouse Canada first reported a position in SGRY in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • TD Waterhouse Canada held 166,411 shares of Surgery Partners worth $2.76M as of Q2 2026.
  • TD Waterhouse Canada bought 27,559 Surgery Partners shares in Q2 2026, an estimated $387K.
  • Surgery Partners made up 0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #524 holding.
  • TD Waterhouse Canada first reported a position in Surgery Partners in Q2 2025 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.