AGWCA
SGI

Annis Gardner Whiting Capital Advisors’s Somnigroup International SGI Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-2
Closed -$179 – 1396
2025
Q4 		$179 Buy
+2
New +$175 ﹤0.01% 1176
2024
Q3 		– Sell
-1,898
Closed -$89.9K – 966
2024
Q2 		$89.9K Sell
1,898
-347
-15% -$17.6K 0.03% 324
2024
Q1 		$128K Buy
+2,245
New +$117K 0.05% 242

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Annis Gardner Whiting Capital Advisors's SGI Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Somnigroup International (SGI) in Q1 2026, closing a stake of 2 shares — an estimated $179 sold.

Annis Gardner Whiting Capital Advisors first reported a position in SGI in Q1 2024 and held it in 3 quarters. The position peaked at $128K in Q1 2024. 529 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Somnigroup International position as of Q1 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 2 Somnigroup International shares in Q1 2026, an estimated $179.
  • Annis Gardner Whiting Capital Advisors first reported a position in Somnigroup International in Q1 2024 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's Somnigroup International position peaked at $128K in Q1 2024.
  • 529 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.