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Essential Partners’s Somnigroup International SGI Stock Holding History

Essential Partners’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
Q3 		– Sell
-68
Closed -$5.33K – 3031
2026
Q2 		$5.33K Buy
+68
New +$4.98K ﹤0.01% 1518
2025
Q4 		– Sell
-3
Closed -$253 – 2946
2025
Q3 		$253 Buy
+3
New +$236 ﹤0.01% 2360

Other funds holding SGI

SWM
Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
KG
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Essential Partners's SGI Position: Q3 2026 in Review

Essential Partners sold out of Somnigroup International (SGI) in Q3 2026, closing a stake of 68 shares — an estimated $5.33K sold.

Essential Partners first reported a position in SGI in Q3 2025 and held it in 2 quarters. The position peaked at $5.33K in Q2 2026. 29 funds tracked by Wall St. Rank hold SGI as of Q3 2026.

  • Essential Partners reported no remaining Somnigroup International position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 68 Somnigroup International shares in Q3 2026, an estimated $5.33K.
  • Essential Partners first reported a position in Somnigroup International in Q3 2025 and held it in 2 quarters.
  • Essential Partners's Somnigroup International position peaked at $5.33K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Somnigroup International as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.