AWM
SGI

Axxcess Wealth Management’s Somnigroup International SGI Stock Holding History

Axxcess 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 		– Sell
-5,200
Closed -$384K – 1063
2026
Q1 		$384K Sell
5,200
-3,077
-37% -$267K 0.01% 323
2025
Q4 		$739K Buy
8,277
+66
+0.8% +$5.77K 0.01% 576
2025
Q3 		$692K Buy
+8,211
New +$647K 0.01% 539

Other funds holding SGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
MDSL
M.D. Sass LLC New York $1.53B AUM 30.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HP
Highlander Partners Dallas, Texas $298M AUM 53.88% 1-Year Est. Return

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

Axxcess Wealth Management sold out of Somnigroup International (SGI) in Q2 2026, closing a stake of 5,200 shares — an estimated $384K sold.

Axxcess Wealth Management first reported a position in SGI in Q3 2025 and held it in 3 quarters. The position peaked at $739K in Q4 2025. 224 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Axxcess Wealth Management reported no remaining Somnigroup International position as of Q2 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,200 Somnigroup International shares in Q2 2026, an estimated $384K.
  • Axxcess Wealth Management first reported a position in Somnigroup International in Q3 2025 and held it in 3 quarters.
  • Axxcess Wealth Management's Somnigroup International position peaked at $739K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.