Trellis Wealth Advisors’s Surgery Partners SGRY Stock Holding History

Trellis Wealth Advisors’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	$5.55K	Buy	+400	New	+$6K	﹤0.01%	105

Other funds holding SGRY

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Trellis Wealth Advisors's SGRY Position: Q3 2026 in Review

Trellis Wealth Advisors opened a new position in Surgery Partners (SGRY) in Q3 2026: 400 shares worth $5.55K. The stake represents ﹤0.01% of the portfolio and ranks #105 among its holdings.

99 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

Trellis Wealth Advisors held 400 shares of Surgery Partners worth $5.55K as of Q3 2026.
Surgery Partners was a new Trellis Wealth Advisors position in Q3 2026.
Surgery Partners made up ﹤0.01% of Trellis Wealth Advisors's portfolio in Q3 2026, its #105 holding.
99 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

Based on Trellis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.