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Estate Planners Group’s Somnigroup International SGI Stock Holding History

Estate Planners Group’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 		– Sell
-906
Closed -$80.9K – 456
2025
Q4 		$80.9K Buy
+906
New +$79.1K 0.04% 107

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Estate Planners Group's SGI Position: Q1 2026 in Review

Estate Planners Group sold out of Somnigroup International (SGI) in Q1 2026, closing a stake of 906 shares — an estimated $80.9K sold.

Estate Planners Group first reported a position in SGI in Q4 2025 and held it in 1 quarter. The position peaked at $80.9K in Q4 2025. 529 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • Estate Planners Group reported no remaining Somnigroup International position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 906 Somnigroup International shares in Q1 2026, an estimated $80.9K.
  • Estate Planners Group first reported a position in Somnigroup International in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Somnigroup International position peaked at $80.9K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.