IIM
SGI

Ironwood Investment Management’s Somnigroup International SGI Stock Holding History

Ironwood Investment 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
Q1 		$3.47M Sell
46,975
-646
-1% -$56K 1.45% 13
2025
Q4 		$4.25M Sell
47,621
-193
-0.4% -$16.9K 1.79% 9
2025
Q3 		$4.03M Sell
47,814
-287
-0.6% -$22.6K 1.76% 10
2025
Q2 		$3.27M Sell
48,101
-1,474
-3% -$92.7K 1.59% 12
2025
Q1 		$2.97M Sell
49,575
-120
-0.2% -$7.26K 1.62% 11
2024
Q4 		$2.82M Buy
49,695
+291
+0.6% +$15.5K 1.4% 13
2024
Q3 		$2.7M Sell
49,404
-529
-1% -$26.9K 1.31% 17
2024
Q2 		$2.36M Buy
49,933
+130
+0.3% +$6.58K 1.26% 22
2024
Q1 		$2.83M Sell
49,803
-3,086
-6% -$161K 1.38% 16
2023
Q4 		$2.7M Sell
52,889
-287
-0.5% -$12.2K 1.42% 17
2023
Q3 		$2.3M Sell
53,176
-1,071
-2% -$47.5K 1.41% 17
2023
Q2 		$2.17M Sell
54,247
-1,141
-2% -$42.9K 1.25% 20
2023
Q1 		$2.19M Sell
55,388
-2,179
-4% -$86.7K 1.37% 17
2022
Q4 		$1.98M Sell
57,567
-1,657
-3% -$49.8K 1.3% 17
2022
Q3 		$1.43M Sell
59,224
-315
-0.5% -$8.16K 1% 29
2022
Q2 		$1.27M Buy
59,539
+33
+0.1% +$850 0.85% 36
2022
Q1 		$1.66M Sell
59,506
-459
-0.8% -$16.9K 0.9% 31
2021
Q4 		$2.82M Buy
59,965
+497
+0.8% +$22.5K 1.39% 16
2021
Q3 		$2.76M Sell
59,468
-2,774
-4% -$121K 1.43% 16
2021
Q2 		$2.44M Buy
62,242
+1,600
+3% +$61.3K 1.23% 19
2021
Q1 		$2.22M Sell
60,642
-214
-0.4% -$6.93K 1.17% 19
2020
Q4 		$1.64M Sell
60,856
-1,060
-2% -$25.9K 0.96% 27
2020
Q3 		$1.38M Sell
61,916
-528
-0.8% -$10.9K 0.99% 28
2020
Q2 		$1.12M Sell
62,444
-380
-0.6% -$5.45K 0.87% 35
2020
Q1 		$687K Sell
62,824
-1,796
-3% -$34.1K 0.69% 47
2019
Q4 		$1.41M Sell
64,620
-2,692
-4% -$56.3K 0.97% 26
2019
Q3 		$1.3M Sell
67,312
-232
-0.3% -$4.45K 0.97% 24
2019
Q2 		$1.24M Sell
67,544
-20
-0% -$323 0.97% 27
2019
Q1 		$974K Sell
67,564
-804
-1% -$10.9K 0.79% 40
2018
Q4 		$708K Sell
68,368
-784
-1% -$9.39K 0.66% 48
2018
Q3 		$915K Sell
69,152
-120
-0.2% -$1.6K 0.64% 53
2018
Q2 		$832K Sell
69,272
-160
-0.2% -$1.89K 0.59% 57
2018
Q1 		$786K Sell
69,432
-452
-0.6% -$6.21K 0.57% 60
2017
Q4 		$1.09M Sell
69,884
-516
-0.7% -$7.87K 0.78% 39
2017
Q3 		$1.14M Sell
70,400
-12
-0% -$177 0.8% 41
2017
Q2 		$940K Sell
70,412
-2,840
-4% -$33.5K 0.68% 52
2017
Q1 		$851K Sell
73,252
-3,528
-5% -$45.3K 0.64% 57
2016
Q4 		$1.31M Sell
76,780
-4,264
-5% -$63.7K 0.96% 31
2016
Q3 		$1.15M Sell
81,044
-11,288
-12% -$201K 0.88% 38
2016
Q2 		$1.28M Sell
92,332
-22,720
-20% -$335K 0.96% 33
2016
Q1 		$1.75M Sell
115,052
-103,872
-47% -$1.54M 1.15% 19
2015
Q4 		$3.86M Sell
218,924
-45,496
-17% -$865K 1.59% 11
2015
Q3 		$4.72M Sell
264,420
-121,708
-32% -$2.23M 1.73% 9
2015
Q2 		$6.36M Sell
386,128
-94,824
-20% -$1.45M 1.46% 19
2015
Q1 		$6.94M Sell
480,952
-32,132
-6% -$445K 1.29% 26
2014
Q4 		$7.04M Sell
513,084
-24,908
-5% -$340K 1.28% 30
2014
Q3 		$7.55M Sell
537,992
-44,564
-8% -$653K 1.37% 22
2014
Q2 		$8.7M Sell
582,556
-72,228
-11% -$968K 1.39% 22
2014
Q1 		$8.29M Sell
654,784
-45,652
-7% -$567K 1.2% 37
2013
Q4 		$9.45M Buy
700,436
+23,552
+3% +$271K 1.31% 29
2013
Q3 		$7.44M Buy
676,884
+13,152
+2% +$137K 1.17% 39
2013
Q2 		$7.28M Buy
+663,732
New +$7.54M 1.29% 34

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Ironwood Investment Management's SGI Position: Q1 2026 in Review

Ironwood Investment Management reduced its Somnigroup International (SGI) stake by 1.4% in Q1 2026, selling an estimated $56K and leaving 46,975 shares worth $3.47M. The position accounts for 1.45% of the portfolio, ranked #13.

Ironwood Investment Management first reported a position in SGI in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.45M in Q4 2013. 526 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • Ironwood Investment Management held 46,975 shares of Somnigroup International worth $3.47M as of Q1 2026.
  • Ironwood Investment Management sold 646 Somnigroup International shares in Q1 2026, an estimated $56K.
  • Somnigroup International made up 1.45% of Ironwood Investment Management's portfolio in Q1 2026, its #13 holding.
  • Ironwood Investment Management first reported a position in Somnigroup International in Q2 2013 and has held it in 52 quarters since.
  • Ironwood Investment Management's Somnigroup International position peaked at $9.45M in Q4 2013.
  • 526 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.