BHWM
SGI

Bay Harbor Wealth Management’s Somnigroup International SGI Stock Holding History

Bay Harbor 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 		$627 Sell
8
-2
-20% -$147 ﹤0.01% 1021
2026
Q1 		$739 Buy
10
+4
+67% +$347 ﹤0.01% 874
2025
Q4 		$535 Sell
6
-1
-14% -$87 ﹤0.01% 834
2025
Q3 		$590 Hold
7
– – ﹤0.01% 671
2025
Q2 		$476 Buy
7
+4
+133% +$252 ﹤0.01% 661
2025
Q1 		$179 Buy
+3
New +$182 ﹤0.01% 709

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

Bay Harbor Wealth Management's SGI Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Somnigroup International (SGI) stake by 20% in Q2 2026, selling an estimated $147 and leaving 8 shares worth $627. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Bay Harbor Wealth Management first reported a position in SGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $739 in Q1 2026. 540 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Bay Harbor Wealth Management held 8 shares of Somnigroup International worth $627 as of Q2 2026.
  • Bay Harbor Wealth Management sold 2 Somnigroup International shares in Q2 2026, an estimated $147.
  • Somnigroup International made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1021 holding.
  • Bay Harbor Wealth Management first reported a position in Somnigroup International in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Somnigroup International position peaked at $739 in Q1 2026.
  • 540 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

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