HB Wealth Management’s Somnigroup International SGI Stock Holding History

HB Wealth Management’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	$960K	Buy	12,241 +149	+1%	+$10.9K	0.01%	764
2026 Q1	$894K	Buy	12,092 +207	+2%	+$18K	0.01%	710
2025 Q4	$1.06M	Buy	11,885 +115	+1%	+$10K	0.01%	603
2025 Q3	$993K	Buy	11,770 +58	+0.5%	+$4.57K	0.01%	606
2025 Q2	$797K	Sell	11,712 -1,483	-11%	-$93.3K	0.01%	600
2025 Q1	$790K	Buy	13,195 +8,855	+204%	+$536K	0.01%	606
2024 Q4	$246K	Buy	+4,340	New	+$232K	﹤0.01%	887

Other funds holding SGI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

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

HB Wealth Management's SGI Position: Q2 2026 in Review

HB Wealth Management increased its Somnigroup International (SGI) stake by 1.2% in Q2 2026, buying an estimated $10.9K and bringing the position to 12,241 shares worth $960K. The position accounts for 0.01% of the portfolio, ranked #764.

HB Wealth Management first reported a position in SGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2025. 540 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

HB Wealth Management held 12,241 shares of Somnigroup International worth $960K as of Q2 2026.
HB Wealth Management bought 149 Somnigroup International shares in Q2 2026, an estimated $10.9K.
Somnigroup International made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #764 holding.
HB Wealth Management first reported a position in Somnigroup International in Q4 2024 and has held it in 7 quarters since.
HB Wealth Management's Somnigroup International position peaked at $1.06M in Q4 2025.
540 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

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