Montag & Associates’s Somnigroup International SGI Stock Holding History

Montag & Associates’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	$594	Hold	8	–	–	﹤0.01%	941
2026 Q1	$560	Buy	+8	New	+$694	﹤0.01%	920

Other funds holding SGI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

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

Montag & Associates's SGI Position: Q2 2026 in Review

Montag & Associates held its Somnigroup International (SGI) position steady in Q2 2026 at 8 shares worth $594. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Montag & Associates first reported a position in SGI in Q1 2026 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

Montag & Associates held 8 shares of Somnigroup International worth $594 as of Q2 2026.
Montag & Associates left its Somnigroup International share count unchanged in Q2 2026.
Somnigroup International made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #941 holding.
Montag & Associates first reported a position in Somnigroup International in Q1 2026 and has held it in 2 quarters since.
540 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.