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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
Q3 		$1.97K Buy
142
+76
+115% +$1.14K ﹤0.01% 1688
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
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
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's SGRY Position: Q3 2026 in Review

True Wealth Design increased its Surgery Partners (SGRY) stake by 115% in Q3 2026, buying an estimated $1.14K and bringing the position to 142 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

True Wealth Design first reported a position in SGRY in Q1 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold SGRY as of Q3 2026.

  • True Wealth Design held 142 shares of Surgery Partners worth $1.97K as of Q3 2026.
  • True Wealth Design bought 76 Surgery Partners shares in Q3 2026, an estimated $1.14K.
  • Surgery Partners made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1688 holding.
  • True Wealth Design first reported a position in Surgery Partners in Q1 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.