EI
SGI

Ethic Inc’s Somnigroup International SGI Stock Holding History

Ethic 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 		$628K Sell
8,009
-4,945
-38% -$362K 0.01% 867
2026
Q1 		$958K Sell
12,954
-1,032
-7% -$89.5K 0.02% 667
2025
Q4 		$1.25M Buy
13,986
+1,926
+16% +$168K 0.02% 571
2025
Q3 		$1.02M Buy
12,060
+6,610
+121% +$521K 0.02% 624
2025
Q2 		$368K Buy
5,450
+1,004
+23% +$63.2K 0.01% 925
2025
Q1 		$277K Buy
+4,446
New +$269K 0.01% 967

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Select Equity Group
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 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

Ethic Inc's SGI Position: Q2 2026 in Review

Ethic Inc reduced its Somnigroup International (SGI) stake by 38% in Q2 2026, selling an estimated $362K and leaving 8,009 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #867.

Ethic Inc first reported a position in SGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.25M in Q4 2025. 538 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Ethic Inc held 8,009 shares of Somnigroup International worth $628K as of Q2 2026.
  • Ethic Inc sold 4,945 Somnigroup International shares in Q2 2026, an estimated $362K.
  • Somnigroup International made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #867 holding.
  • Ethic Inc first reported a position in Somnigroup International in Q1 2025 and has held it in 6 quarters since.
  • Ethic Inc's Somnigroup International position peaked at $1.25M in Q4 2025.
  • 538 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.