Mount Yale Investment Advisors’s Somnigroup International SGI Stock Holding History

Mount Yale Investment 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	$397K	Buy	5,063 +1,807	+55%	+$132K	0.01%	870
2026 Q1	$241K	Buy	+3,256	New	+$282K	0.01%	988
2025 Q3	–	Sell	-1,546	Closed	-$105K	–	1679
2025 Q2	$105K	Buy	+1,546	New	+$97.3K	0.01%	647
2024 Q1	–	Sell	-4,223	Closed	-$215K	–	569
2023 Q4	$215K	Sell	4,223 -664	-14%	-$28.2K	0.02%	467
2023 Q3	$212K	Buy	+4,887	New	+$217K	0.02%	466
2018 Q4	–	Sell	-3,472	Closed	-$43K	–	807
2018 Q3	$43K	Sell	3,472 -668	-16%	-$8.91K	0.01%	630
2018 Q2	$50K	Sell	4,140 -1,468	-26%	-$17.3K	0.01%	627
2018 Q1	$63K	Buy	+5,608	New	+$77K	0.01%	573

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

Mount Yale Investment Advisors's SGI Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Somnigroup International (SGI) stake by 55% in Q2 2026, buying an estimated $132K and bringing the position to 5,063 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #870.

Mount Yale Investment Advisors first reported a position in SGI in Q1 2018 and has held it in 8 quarters since. 540 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

Mount Yale Investment Advisors held 5,063 shares of Somnigroup International worth $397K as of Q2 2026.
Mount Yale Investment Advisors bought 1,807 Somnigroup International shares in Q2 2026, an estimated $132K.
Somnigroup International made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #870 holding.
Mount Yale Investment Advisors first reported a position in Somnigroup International in Q1 2018 and has held it in 8 quarters since.
540 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.