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 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	$2.15M	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

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

Tranquility Partners's SGRY Position: Q2 2026 in Review

Tranquility Partners increased its Surgery Partners (SGRY) stake by 10% in Q2 2026, buying an estimated $96.3K and bringing the position to 74,923 shares worth $1.26M. The position accounts for 0.43% of the portfolio, ranked #61.

Tranquility Partners first reported a position in SGRY in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.69M in Q2 2021. 188 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Tranquility Partners held 74,923 shares of Surgery Partners worth $1.26M as of Q2 2026.
Tranquility Partners bought 6,861 Surgery Partners shares in Q2 2026, an estimated $96.3K.
Surgery Partners made up 0.43% of Tranquility Partners's portfolio in Q2 2026, its #61 holding.
Tranquility Partners first reported a position in Surgery Partners in Q3 2020 and has held it in 24 quarters since.
Tranquility Partners's Surgery Partners position peaked at $2.69M in Q2 2021.
188 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.