AE Wealth Management’s Somnigroup International SGI Stock Holding History

AE Wealth Management’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	$300K	Buy	+3,821	New	+$280K	﹤0.01%	1488
2021 Q4	–	Sell	-14,225	Closed	-$660K	–	1808
2021 Q3	$660K	Sell	14,225 -2,537	-15%	-$111K	0.01%	1038
2021 Q2	$657K	Buy	+16,762	New	+$642K	0.01%	1022
2021 Q1	–	Sell	-25,697	Closed	-$694K	–	1586
2020 Q4	$694K	Sell	25,697 -2,787	-10%	-$68K	0.01%	848
2020 Q3	$635K	Sell	28,484 -3,588	-11%	-$74.2K	0.01%	779
2020 Q2	$577K	Buy	+32,072	New	+$460K	0.01%	823

Other funds holding SGI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

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

AE Wealth Management's SGI Position: Q2 2026 in Review

AE Wealth Management opened a new position in Somnigroup International (SGI) in Q2 2026: 3,821 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #1488 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in SGI as recently as Q3 2021.

AE Wealth Management first reported a position in SGI in Q2 2020 and has held it in 6 quarters since. The position peaked at $694K in Q4 2020. 540 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

AE Wealth Management held 3,821 shares of Somnigroup International worth $300K as of Q2 2026.
Somnigroup International was a new AE Wealth Management position in Q2 2026.
Somnigroup International made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1488 holding.
AE Wealth Management first reported a position in Somnigroup International in Q2 2020 and has held it in 6 quarters since.
AE Wealth Management's Somnigroup International position peaked at $694K in Q4 2020.
540 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.