EWA
SGI

EverSource Wealth Advisors’s Somnigroup International SGI Stock Holding History

EverSource Wealth Advisors’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 		$2.58M Buy
34,911
+569
+2% +$49.4K 0.08% 182
2025
Q4 		$3.07M Sell
34,342
-228
-0.7% -$19.9K 0.11% 151
2025
Q3 		$2.91M Sell
34,570
-138
-0.4% -$10.9K 0.12% 142
2025
Q2 		$2.36M Buy
34,708
+2,416
+7% +$152K 0.11% 146
2025
Q1 		$1.93M Buy
32,292
+11,489
+55% +$695K 0.11% 151
2024
Q4 		$1.18M Buy
+20,803
New +$1.11M 0.07% 219
2023
Q2 		– Sell
-77
Closed -$3.04K – 2637
2023
Q1 		$3.04K Buy
77
+9
+13% +$358 ﹤0.01% 1814
2022
Q4 		$2.33K Hold
68
– – ﹤0.01% 1862
2022
Q3 		$2K Buy
+68
New +$1.76K ﹤0.01% 1749

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LP
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BW
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