MYIA
SGI

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Mount Yale Investment Advisors's SGI Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Somnigroup International (SGI) in Q1 2026: 3,256 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #988 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SGI as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in SGI in Q1 2018 and has held it in 7 quarters since. 525 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • Mount Yale Investment Advisors held 3,256 shares of Somnigroup International worth $241K as of Q1 2026.
  • Somnigroup International was a new Mount Yale Investment Advisors position in Q1 2026.
  • Somnigroup International made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #988 holding.
  • Mount Yale Investment Advisors first reported a position in Somnigroup International in Q1 2018 and has held it in 7 quarters since.
  • 525 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.