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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B 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

Fiduciary Wealth Partners's SGI Position: Q1 2026 in Review

Fiduciary Wealth Partners increased its Somnigroup International (SGI) stake by 59% in Q1 2026, buying an estimated $145K and bringing the position to 4,517 shares worth $334K. The position accounts for 0.22% of the portfolio, ranked #39.

Fiduciary Wealth Partners first reported a position in SGI in Q3 2025 and has held it in 3 quarters since. 523 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • Fiduciary Wealth Partners held 4,517 shares of Somnigroup International worth $334K as of Q1 2026.
  • Fiduciary Wealth Partners bought 1,670 Somnigroup International shares in Q1 2026, an estimated $145K.
  • Somnigroup International made up 0.22% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #39 holding.
  • Fiduciary Wealth Partners first reported a position in Somnigroup International in Q3 2025 and has held it in 3 quarters since.
  • 523 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.