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Kestra Private Wealth Services’s Somnigroup International SGI Stock Holding History

Kestra Private Wealth Services’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 		$509K Sell
6,488
-2,030
-24% -$149K 0.01% 1228
2026
Q1 		$630K Buy
8,518
+989
+13% +$85.8K 0.01% 1085
2025
Q4 		$672K Sell
7,529
-75
-1% -$6.55K 0.01% 1006
2025
Q3 		$641K Sell
7,604
-212
-3% -$16.7K 0.01% 981
2025
Q2 		$532K Sell
7,816
-1,355
-15% -$85.3K 0.01% 1007
2025
Q1 		$549K Sell
9,171
-3,078
-25% -$186K 0.01% 915
2024
Q4 		$694K Buy
12,249
+8
+0.1% +$427 0.01% 785
2024
Q3 		$668K Sell
12,241
-2,466
-17% -$125K 0.01% 763
2024
Q2 		$696K Sell
14,707
-979
-6% -$49.6K 0.01% 706
2024
Q1 		$891K Buy
15,686
+4,698
+43% +$245K 0.02% 585
2023
Q4 		$560K Sell
10,988
-5,061
-32% -$215K 0.01% 693
2023
Q3 		$696K Sell
16,049
-823
-5% -$36.5K 0.02% 560
2023
Q2 		$676K Buy
16,872
+1,626
+11% +$61.2K 0.02% 535
2023
Q1 		$602K Buy
15,246
+28
+0.2% +$1.11K 0.02% 549
2022
Q4 		$522K Buy
+15,218
New +$458K 0.03% 513

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's SGI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Somnigroup International (SGI) stake by 24% in Q2 2026, selling an estimated $149K and leaving 6,488 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #1228.

Kestra Private Wealth Services first reported a position in SGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $891K in Q1 2024. 540 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Kestra Private Wealth Services held 6,488 shares of Somnigroup International worth $509K as of Q2 2026.
  • Kestra Private Wealth Services sold 2,030 Somnigroup International shares in Q2 2026, an estimated $149K.
  • Somnigroup International made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1228 holding.
  • Kestra Private Wealth Services first reported a position in Somnigroup International in Q4 2022 and has held it in 15 quarters since.
  • Kestra Private Wealth Services's Somnigroup International position peaked at $891K in Q1 2024.
  • 540 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.