Carson Wealth (CWM LLC)
SGI

Carson Wealth (CWM LLC)’s Somnigroup International SGI Stock Holding History

Carson Wealth (CWM LLC)’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 		$128K Sell
1,734
-124
-7% -$10.8K ﹤0.01% 3065
2025
Q4 		$166K Buy
1,858
+249
+15% +$21.8K ﹤0.01% 2718
2025
Q3 		$136K Buy
1,609
+118
+8% +$9.3K ﹤0.01% 2743
2025
Q2 		$101K Buy
1,491
+17
+1% +$1.07K ﹤0.01% 2719
2025
Q1 		$88K Buy
1,474
+35
+2% +$2.12K ﹤0.01% 2532
2024
Q4 		$82K Buy
1,439
+103
+8% +$5.5K ﹤0.01% 2426
2024
Q3 		$73K Sell
1,336
-962
-42% -$48.9K ﹤0.01% 2408
2024
Q2 		$109K Buy
2,298
+26
+1% +$1.32K ﹤0.01% 1918
2024
Q1 		$129K Sell
2,272
-10,959
-83% -$571K ﹤0.01% 1738
2023
Q4 		$674K Sell
13,231
-69
-0.5% -$2.93K ﹤0.01% 952
2023
Q3 		$576K Buy
13,300
+101
+0.8% +$4.48K ﹤0.01% 938
2023
Q2 		$529K Sell
13,199
-113
-0.8% -$4.25K ﹤0.01% 921
2023
Q1 		$526K Sell
13,312
-1,264
-9% -$50.3K ﹤0.01% 877
2022
Q4 		$500K Buy
14,576
+885
+6% +$26.6K ﹤0.01% 817
2022
Q3 		$330K Buy
13,691
+710
+5% +$18.4K ﹤0.01% 881
2022
Q2 		$277K Buy
12,981
+3,944
+44% +$102K ﹤0.01% 919
2022
Q1 		$252K Buy
9,037
+4,234
+88% +$156K ﹤0.01% 947
2021
Q4 		$226K Buy
+4,803
New +$218K ﹤0.01% 973
2021
Q2 		$7K Hold
172
– – ﹤0.01% 2266
2021
Q1 		$7K Hold
172
– – ﹤0.01% 2266
2020
Q4 		$7K Sell
172
-516
-75% -$12.6K ﹤0.01% 2265
2020
Q3 		$7K Hold
688
– – ﹤0.01% 2263
2020
Q2 		$7K Hold
688
– – ﹤0.01% 2262
2020
Q1 		$7K Hold
688
– – ﹤0.01% 2262
2019
Q4 		$7K Hold
688
– – ﹤0.01% 2262
2019
Q3 		$7K Hold
688
– – ﹤0.01% 2261
2019
Q2 		$7K Hold
688
– – ﹤0.01% 2261
2019
Q1 		$7K Buy
+688
New +$9.3K ﹤0.01% 2260
2016
Q4 		– Sell
-760
Closed -$11K – 1201
2016
Q3 		$11K Buy
+760
New +$13.6K ﹤0.01% 684

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

Carson Wealth (CWM LLC)'s SGI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Somnigroup International (SGI) stake by 6.7% in Q1 2026, selling an estimated $10.8K and leaving 1,734 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #3065.

Carson Wealth (CWM LLC) first reported a position in SGI in Q3 2016 and has held it in 29 quarters since. The position peaked at $674K in Q4 2023. 529 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,734 shares of Somnigroup International worth $128K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 124 Somnigroup International shares in Q1 2026, an estimated $10.8K.
  • Somnigroup International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3065 holding.
  • Carson Wealth (CWM LLC) first reported a position in Somnigroup International in Q3 2016 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Somnigroup International position peaked at $674K in Q4 2023.
  • 529 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.