Tranquility Partners’s Surgery Partners SGRY Stock Holding History

Tranquility 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	$1.04M	Hold	74,923	–	–	0.36%	70
2026 Q2	$1.26M	Buy	74,923 +6,861	+10%	+$96.3K	0.43%	61
2026 Q1	$811K	Hold	68,062	–	–	0.31%	82
2025 Q4	$1.05M	Hold	68,062	–	–	0.38%	62
2025 Q3	$1.47M	Buy	68,062 +6,170	+10%	+$138K	0.5%	52
2025 Q2	$1.38M	Hold	61,892	–	–	0.49%	52
2025 Q1	$1.47M	Hold	61,892	–	–	0.57%	45
2024 Q4	$1.31M	Hold	61,892	–	–	0.49%	52
2024 Q3	$2M	Hold	61,892	–	–	0.72%	34
2024 Q2	$1.47M	Buy	61,892 +4,192	+7%	+$108K	0.57%	41
2024 Q1	$1.72M	Hold	57,700	–	–	0.67%	37
2023 Q4	$1.85M	Hold	57,700	–	–	0.77%	33
2023 Q3	$1.69M	Hold	57,700	–	–	0.72%	34
2023 Q2	$2.6M	Buy	57,700 +4,030	+8%	+$154K	1.12%	23
2023 Q1	$1.85M	Hold	53,670	–	–	0.88%	25
2022 Q4	$1.5M	Buy	53,670 +10,000	+23%	+$265K	0.76%	33
2022 Q3	$1.02M	Hold	43,670	–	–	0.57%	47
2022 Q2	$1.26M	Hold	43,670	–	–	0.65%	39
2022 Q1	$2.4M	Buy	43,670 +3,330	+8%	+$165K	1.13%	21
2021 Q4	$2.16M	Hold	40,340	–	–	1%	24
2021 Q3	$1.71M	Hold	40,340	–	–	0.87%	30
2021 Q2	$2.69M	Buy	40,340 +9,668	+32%	+$525K	1.51%	13
2021 Q1	$1.36M	Hold	30,672	–	–	0.84%	29
2020 Q4	$890K	Hold	30,672	–	–	0.63%	56
2020 Q3	$672K	Buy	+30,672	New	+$545K	0.57%	57

Other funds holding SGRY

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

TWA

Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Tranquility Partners's SGRY Position: Q3 2026 in Review

Tranquility Partners held its Surgery Partners (SGRY) position steady in Q3 2026 at 74,923 shares worth $1.04M. The position accounts for 0.36% of the portfolio, ranked #70.

Tranquility Partners first reported a position in SGRY in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.69M in Q2 2021. 16 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

Tranquility Partners held 74,923 shares of Surgery Partners worth $1.04M as of Q3 2026.
Tranquility Partners left its Surgery Partners share count unchanged in Q3 2026.
Surgery Partners made up 0.36% of Tranquility Partners's portfolio in Q3 2026, its #70 holding.
Tranquility Partners first reported a position in Surgery Partners in Q3 2020 and has held it in 25 quarters since.
Tranquility Partners's Surgery Partners position peaked at $2.69M in Q2 2021.
16 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.