CCWM
SGI

Cassaday & Co Wealth Management’s Somnigroup International SGI Stock Holding History

Cassaday & Co 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 		$79 Hold
1
– – ﹤0.01% 1285
2026
Q1 		$74 Buy
+1
New +$87 ﹤0.01% 1336

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

Cassaday & Co Wealth Management's SGI Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Somnigroup International (SGI) position steady in Q2 2026 at 1 share worth $79. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Cassaday & Co Wealth Management first reported a position in SGI in Q1 2026 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Cassaday & Co Wealth Management held 1 share of Somnigroup International worth $79 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Somnigroup International share count unchanged in Q2 2026.
  • Somnigroup International made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1285 holding.
  • Cassaday & Co Wealth Management first reported a position in Somnigroup International in Q1 2026 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.