CIA
SGI

Concurrent Investment Advisors’s Somnigroup International SGI Stock Holding History

Concurrent Investment 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 		$717K Sell
9,705
-1,544
-14% -$134K 0.01% 1037
2025
Q4 		$1M Buy
11,249
+8,647
+332% +$755K 0.01% 829
2025
Q3 		$219K Sell
2,602
-598
-19% -$47.1K ﹤0.01% 1306
2025
Q2 		$218K Buy
+3,200
New +$201K ﹤0.01% 1228

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Concurrent Investment Advisors's SGI Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Somnigroup International (SGI) stake by 14% in Q1 2026, selling an estimated $134K and leaving 9,705 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #1037.

Concurrent Investment Advisors first reported a position in SGI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1M in Q4 2025. 523 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • Concurrent Investment Advisors held 9,705 shares of Somnigroup International worth $717K as of Q1 2026.
  • Concurrent Investment Advisors sold 1,544 Somnigroup International shares in Q1 2026, an estimated $134K.
  • Somnigroup International made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1037 holding.
  • Concurrent Investment Advisors first reported a position in Somnigroup International in Q2 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's Somnigroup International position peaked at $1M in Q4 2025.
  • 523 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.