AO
SGI

Advisor OS’s Somnigroup International SGI Stock Holding History

Advisor OS’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$667K Buy
9,024
+6,109
+210% +$530K 0.05% 247
2025
Q4 		$260K Buy
2,915
+378
+15% +$33K 0.02% 413
2025
Q3 		$214K Buy
+2,537
New +$200K 0.02% 441
2025
Q2 		– Sell
-4,331
Closed -$259K – 492
2025
Q1 		$259K Buy
+4,331
New +$262K 0.03% 355

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Advisor OS's SGI Position: Q1 2026 in Review

Advisor OS increased its Somnigroup International (SGI) stake by 210% in Q1 2026, buying an estimated $530K and bringing the position to 9,024 shares worth $667K. The position accounts for 0.05% of the portfolio, ranked #247.

Advisor OS first reported a position in SGI in Q1 2025 and has held it in 4 quarters since. 523 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • Advisor OS held 9,024 shares of Somnigroup International worth $667K as of Q1 2026.
  • Advisor OS bought 6,109 Somnigroup International shares in Q1 2026, an estimated $530K.
  • Somnigroup International made up 0.05% of Advisor OS's portfolio in Q1 2026, its #247 holding.
  • Advisor OS first reported a position in Somnigroup International in Q1 2025 and has held it in 4 quarters since.
  • 523 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.