Walled Lake Planning & Wealth Management’s Surgery Partners SGRY Stock Holding History

Walled Lake Planning & Wealth Management’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	$263K	Hold	15,632	–	–	0.07%	122
2026 Q1	$186K	Hold	15,632	–	–	0.05%	131
2025 Q4	$242K	Hold	15,632	–	–	0.08%	120
2025 Q3	$338K	Hold	15,632	–	–	0.11%	100
2025 Q2	$347K	Hold	15,632	–	–	0.11%	95
2025 Q1	$371K	Hold	15,632	–	–	0.13%	85
2024 Q4	$331K	Hold	15,632	–	–	0.12%	100
2024 Q3	$504K	Hold	15,632	–	–	0.19%	66
2024 Q2	$372K	Hold	15,632	–	–	0.15%	79
2024 Q1	$466K	Hold	15,632	–	–	0.19%	60
2023 Q4	$500K	Hold	15,632	–	–	0.23%	47
2023 Q3	$457K	Hold	15,632	–	–	0.23%	45
2023 Q2	$703K	Hold	15,632	–	–	0.34%	39
2023 Q1	$539K	Buy	+15,632	New	+$508K	0.28%	42
2022 Q4	–	Sell	-20,632	Closed	-$483K	–	79
2022 Q3	$483K	Hold	20,632	–	–	0.34%	41
2022 Q2	$597K	Hold	20,632	–	–	0.41%	37
2022 Q1	$1.14M	Hold	20,632	–	–	0.68%	36
2021 Q4	$1.1M	Hold	20,632	–	–	0.64%	36
2021 Q3	$874K	Hold	20,632	–	–	0.54%	36
2021 Q2	$1.38M	Hold	20,632	–	–	0.89%	31
2021 Q1	$913K	Sell	20,632 -10,000	-33%	-$371K	0.63%	33
2020 Q4	$889K	Sell	30,632 -2,000	-6%	-$49.8K	0.68%	32
2020 Q3	$715K	Hold	32,632	–	–	0.58%	34
2020 Q2	$378K	Hold	32,632	–	–	0.32%	39
2020 Q1	$213K	Hold	32,632	–	–	0.19%	57
2019 Q4	$511K	Buy	+32,632	New	+$370K	0.37%	36

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

Walled Lake Planning & Wealth Management's SGRY Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its Surgery Partners (SGRY) position steady in Q2 2026 at 15,632 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #122.

Walled Lake Planning & Wealth Management first reported a position in SGRY in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.38M in Q2 2021. 188 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Walled Lake Planning & Wealth Management held 15,632 shares of Surgery Partners worth $263K as of Q2 2026.
Walled Lake Planning & Wealth Management left its Surgery Partners share count unchanged in Q2 2026.
Surgery Partners made up 0.07% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #122 holding.
Walled Lake Planning & Wealth Management first reported a position in Surgery Partners in Q4 2019 and has held it in 26 quarters since.
Walled Lake Planning & Wealth Management's Surgery Partners position peaked at $1.38M in Q2 2021.
188 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.