MPWT
SGI

MassMutual Private Wealth & Trust’s Somnigroup International SGI Stock Holding History

MassMutual Private Wealth & Trust’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 		$45.4K Sell
579
-473
-45% -$34.7K ﹤0.01% 810
2026
Q1 		$77.8K Sell
1,052
-156
-13% -$13.5K ﹤0.01% 632
2025
Q4 		$108K Buy
1,208
+2
+0.2% +$175 ﹤0.01% 585
2025
Q3 		$102K Sell
1,206
-9
-0.7% -$709 ﹤0.01% 592
2025
Q2 		$82.7K Buy
1,215
+1
+0.1% +$63 ﹤0.01% 645
2025
Q1 		$72.7K Buy
1,214
+601
+98% +$36.4K ﹤0.01% 634
2024
Q4 		$34.8K Buy
613
+33
+6% +$1.76K ﹤0.01% 840
2024
Q3 		$31.7K Sell
580
-23
-4% -$1.17K ﹤0.01% 791
2024
Q2 		$28.5K Buy
603
+87
+17% +$4.4K ﹤0.01% 768
2024
Q1 		$29.3K Buy
516
+29
+6% +$1.51K ﹤0.01% 737
2023
Q4 		$24.8K Sell
487
-30
-6% -$1.27K ﹤0.01% 764
2023
Q3 		$22.4K Buy
517
+32
+7% +$1.42K ﹤0.01% 772
2023
Q2 		$19.4K Sell
485
-2
-0.4% -$75 ﹤0.01% 768
2023
Q1 		$19.2K Buy
487
+298
+158% +$11.9K ﹤0.01% 739
2022
Q4 		$6K Hold
189
– – ﹤0.01% 962
2022
Q3 		$5K Buy
+189
New +$4.9K ﹤0.01% 976
2016
Q1 		– Sell
-36
Closed -$634 – 962
2015
Q4 		$634 Buy
+36
New +$684 ﹤0.01% 745

Other funds holding SGI

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return