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Marshall & Sterling Wealth Advisors’s Somnigroup International SGI Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-69
Closed -$5.82K – 652
2025
Q3 		$5.82K Buy
+69
New +$5.44K ﹤0.01% 477
2025
Q2 		– Sell
-95
Closed -$5.69K – 689
2025
Q1 		$5.69K Buy
+95
New +$5.75K ﹤0.01% 443

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SGI Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Somnigroup International (SGI) in Q4 2025, closing a stake of 69 shares — an estimated $5.82K sold.

Marshall & Sterling Wealth Advisors first reported a position in SGI in Q1 2025 and held it in 2 quarters. The position peaked at $5.82K in Q3 2025. 549 funds tracked by Wall St. Rank hold SGI as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Somnigroup International position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 69 Somnigroup International shares in Q4 2025, an estimated $5.82K.
  • Marshall & Sterling Wealth Advisors first reported a position in Somnigroup International in Q1 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Somnigroup International position peaked at $5.82K in Q3 2025.
  • 549 funds tracked by Wall St. Rank held Somnigroup International as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.