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
Q2 		$998K Buy
12,731
+3,707
+41% +$272K 0.07% 196
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Advisor OS's SGI Position: Q2 2026 in Review

Advisor OS increased its Somnigroup International (SGI) stake by 41% in Q2 2026, buying an estimated $272K and bringing the position to 12,731 shares worth $998K. The position accounts for 0.07% of the portfolio, ranked #196.

Advisor OS first reported a position in SGI in Q1 2025 and has held it in 5 quarters since. 540 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Advisor OS held 12,731 shares of Somnigroup International worth $998K as of Q2 2026.
  • Advisor OS bought 3,707 Somnigroup International shares in Q2 2026, an estimated $272K.
  • Somnigroup International made up 0.07% of Advisor OS's portfolio in Q2 2026, its #196 holding.
  • Advisor OS first reported a position in Somnigroup International in Q1 2025 and has held it in 5 quarters since.
  • 540 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.