MWM
SGI

Moran Wealth Management’s Somnigroup International SGI Stock Holding History

Moran Wealth Management’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 		$5.09M Sell
64,879
-2,323
-3% -$170K 0.14% 210
2026
Q1 		$4.97M Sell
67,202
-18,016
-21% -$1.56M 0.15% 196
2025
Q4 		$7.61M Sell
85,218
-4,202
-5% -$367K 0.23% 136
2025
Q3 		$7.54M Sell
89,420
-2,945
-3% -$232K 0.23% 128
2025
Q2 		$6.29M Sell
92,365
-252
-0.3% -$15.9K 0.19% 147
2025
Q1 		$5.55M Buy
+92,617
New +$5.61M 0.19% 159

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

Moran Wealth Management's SGI Position: Q2 2026 in Review

Moran Wealth Management reduced its Somnigroup International (SGI) stake by 3.5% in Q2 2026, selling an estimated $170K and leaving 64,879 shares worth $5.09M. The position accounts for 0.14% of the portfolio, ranked #210.

Moran Wealth Management first reported a position in SGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.61M in Q4 2025. 538 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Moran Wealth Management held 64,879 shares of Somnigroup International worth $5.09M as of Q2 2026.
  • Moran Wealth Management sold 2,323 Somnigroup International shares in Q2 2026, an estimated $170K.
  • Somnigroup International made up 0.14% of Moran Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Moran Wealth Management first reported a position in Somnigroup International in Q1 2025 and has held it in 6 quarters since.
  • Moran Wealth Management's Somnigroup International position peaked at $7.61M in Q4 2025.
  • 538 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.