FWP
SGI

Fiduciary Wealth Partners’s Somnigroup International SGI Stock Holding History

Fiduciary Wealth 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
Q2 		$417K Buy
5,323
+806
+18% +$59.1K 0.23% 39
2026
Q1 		$334K Buy
4,517
+1,670
+59% +$145K 0.22% 39
2025
Q4 		$254K Buy
2,847
+4
+0.1% +$349 0.1% 75
2025
Q3 		$240K Buy
+2,843
New +$224K 0.1% 78

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

Fiduciary Wealth Partners's SGI Position: Q2 2026 in Review

Fiduciary Wealth Partners increased its Somnigroup International (SGI) stake by 18% in Q2 2026, buying an estimated $59.1K and bringing the position to 5,323 shares worth $417K. The position accounts for 0.23% of the portfolio, ranked #39.

Fiduciary Wealth Partners first reported a position in SGI in Q3 2025 and has held it in 4 quarters since. 540 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Fiduciary Wealth Partners held 5,323 shares of Somnigroup International worth $417K as of Q2 2026.
  • Fiduciary Wealth Partners bought 806 Somnigroup International shares in Q2 2026, an estimated $59.1K.
  • Somnigroup International made up 0.23% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #39 holding.
  • Fiduciary Wealth Partners first reported a position in Somnigroup International in Q3 2025 and has held it in 4 quarters since.
  • 540 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.