MWA
SGI

Martel Wealth Advisors’s Somnigroup International SGI Stock Holding History

Martel 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
2026
Q2 		– Sell
-9,186
Closed -$679K – 78
2026
Q1 		$679K Buy
+9,186
New +$797K 0.12% 37

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 $3.37T AUM 44.26% 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

Martel Wealth Advisors's SGI Position: Q2 2026 in Review

Martel Wealth Advisors sold out of Somnigroup International (SGI) in Q2 2026, closing a stake of 9,186 shares — an estimated $679K sold.

Martel Wealth Advisors first reported a position in SGI in Q1 2026 and held it in 1 quarter. The position peaked at $679K in Q1 2026. 540 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Martel Wealth Advisors reported no remaining Somnigroup International position as of Q2 2026 after selling out during the quarter.
  • Martel Wealth Advisors sold 9,186 Somnigroup International shares in Q2 2026, an estimated $679K.
  • Martel Wealth Advisors first reported a position in Somnigroup International in Q1 2026 and held it in 1 quarter.
  • Martel Wealth Advisors's Somnigroup International position peaked at $679K in Q1 2026.
  • 540 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.