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 Q2	$255K	Sell	3,263 -172	-5%	-$12.6K	0.03%	393
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 $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

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

Ellevest Inc's SGI Position: Q2 2026 in Review

Ellevest Inc reduced its Somnigroup International (SGI) stake by 5% in Q2 2026, selling an estimated $12.6K and leaving 3,263 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #393.

Ellevest Inc first reported a position in SGI in Q1 2020 and has held it in 17 quarters since. The position peaked at $268K in Q4 2025. 540 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

Ellevest Inc held 3,263 shares of Somnigroup International worth $255K as of Q2 2026.
Ellevest Inc sold 172 Somnigroup International shares in Q2 2026, an estimated $12.6K.
Somnigroup International made up 0.03% of Ellevest Inc's portfolio in Q2 2026, its #393 holding.
Ellevest Inc first reported a position in Somnigroup International in Q1 2020 and has held it in 17 quarters since.
Ellevest Inc's Somnigroup International position peaked at $268K in Q4 2025.
540 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.