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True Wealth Design’s Surgery Partners SGRY Stock Holding History

True Wealth Design’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 		$1.11K Buy
+66
New +$927 ﹤0.01% 1941
2025
Q4 		– Sell
-17
Closed -$368 – 2789
2025
Q3 		$368 Hold
17
– – ﹤0.01% 2107
2025
Q2 		$378 Buy
17
+13
+325% +$289 ﹤0.01% 1853
2025
Q1 		$95 Buy
+4
New +$95 ﹤0.01% 2210

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

True Wealth Design's SGRY Position: Q2 2026 in Review

True Wealth Design opened a new position in Surgery Partners (SGRY) in Q2 2026: 66 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #1941 among its holdings. This is a return to the name: True Wealth Design previously reported a position in SGRY as recently as Q3 2025.

True Wealth Design first reported a position in SGRY in Q1 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • True Wealth Design held 66 shares of Surgery Partners worth $1.11K as of Q2 2026.
  • Surgery Partners was a new True Wealth Design position in Q2 2026.
  • Surgery Partners made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1941 holding.
  • True Wealth Design first reported a position in Surgery Partners in Q1 2025 and has held it in 4 quarters since.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.