Ellevest Inc’s Somnigroup International SGI Stock Holding History

Ellevest Inc’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	$254K	Buy	3,435 +432	+14%	+$37.5K	0.04%	357
2025 Q4	$268K	Buy	3,003 +242	+9%	+$21.1K	0.04%	348
2025 Q3	$233K	Buy	+2,761	New	+$218K	0.03%	385
2023 Q2	–	Sell	-96	Closed	-$3.79K	–	1699
2023 Q1	$3.79K	Buy	96 +12	+14%	+$477	﹤0.01%	1283
2022 Q4	$2.88K	Hold	84	–	–	﹤0.01%	1314
2022 Q3	$2K	Hold	84	–	–	﹤0.01%	1392
2022 Q2	$2K	Sell	84 -15	-15%	-$387	﹤0.01%	1184
2022 Q1	$3K	Hold	99	–	–	﹤0.01%	1155
2021 Q4	$5K	Sell	99 -53	-35%	-$2.4K	﹤0.01%	1023
2021 Q3	$7K	Hold	152	–	–	﹤0.01%	904
2021 Q2	$6K	Buy	152 +7	+5%	+$268	﹤0.01%	881
2021 Q1	$5K	Buy	145 +1	+0.7%	+$32	﹤0.01%	919
2020 Q4	$4K	Buy	144 +24	+20%	+$585	﹤0.01%	881
2020 Q3	$3K	Buy	120 +28	+30%	+$579	﹤0.01%	863
2020 Q2	$2K	Buy	92 +68	+283%	+$976	﹤0.01%	925
2020 Q1	$0	Buy	+24	New	+$456	﹤0.01%	1332

Other funds holding SGI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ellevest Inc's SGI Position: Q1 2026 in Review

Ellevest Inc increased its Somnigroup International (SGI) stake by 14% in Q1 2026, buying an estimated $37.5K and bringing the position to 3,435 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #357.

Ellevest Inc first reported a position in SGI in Q1 2020 and has held it in 16 quarters since. The position peaked at $268K in Q4 2025. 524 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

Ellevest Inc held 3,435 shares of Somnigroup International worth $254K as of Q1 2026.
Ellevest Inc bought 432 Somnigroup International shares in Q1 2026, an estimated $37.5K.
Somnigroup International made up 0.04% of Ellevest Inc's portfolio in Q1 2026, its #357 holding.
Ellevest Inc first reported a position in Somnigroup International in Q1 2020 and has held it in 16 quarters since.
Ellevest Inc's Somnigroup International position peaked at $268K in Q4 2025.
524 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.