Plante Moran Financial Advisors’s Somnigroup International SGI Stock Holding History

Plante Moran Financial 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	$42.1K	Buy	537 +1	+0.2%	+$73	﹤0.01%	378
2026 Q1	$39.6K	Hold	536	–	–	﹤0.01%	346
2025 Q4	$47.9K	Hold	536	–	–	﹤0.01%	335
2025 Q3	$45.2K	Hold	536	–	–	﹤0.01%	355
2025 Q2	$36.5K	Hold	536	–	–	﹤0.01%	385
2025 Q1	$32.1K	Hold	536	–	–	﹤0.01%	411
2024 Q4	$30.4K	Sell	536 -1,814	-77%	-$96.8K	﹤0.01%	424
2024 Q3	$128K	Buy	2,350 +1,814	+338%	+$92.2K	0.01%	239
2024 Q2	$25.4K	Hold	536	–	–	﹤0.01%	439
2024 Q1	$30.5K	Hold	536	–	–	﹤0.01%	432
2023 Q4	$27.3K	Hold	536	–	–	﹤0.01%	403
2023 Q3	$23.2K	Hold	536	–	–	﹤0.01%	402
2023 Q2	$21.5K	Hold	536	–	–	﹤0.01%	432
2023 Q1	$21.2K	Hold	536	–	–	﹤0.01%	431
2022 Q4	$18.4K	Hold	536	–	–	﹤0.01%	480
2022 Q3	$13K	Hold	536	–	–	﹤0.01%	548
2022 Q2	$11K	Hold	536	–	–	﹤0.01%	597
2022 Q1	$15K	Hold	536	–	–	﹤0.01%	550
2021 Q4	$25K	Hold	536	–	–	﹤0.01%	507
2021 Q3	$25K	Hold	536	–	–	0.01%	518
2021 Q2	$21K	Buy	536 +464	+644%	+$17.8K	0.01%	554
2021 Q1	$3K	Buy	+72	New	+$2.33K	﹤0.01%	885

Other funds holding SGI

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

MDSL

M.D. Sass LLC New York $1.53B AUM 30.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Highlander Partners Dallas, Texas $298M AUM 53.88% 1-Year Est. Return

Plante Moran Financial Advisors's SGI Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Somnigroup International (SGI) stake by 0.19% in Q2 2026, buying an estimated $73 and bringing the position to 537 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Plante Moran Financial Advisors first reported a position in SGI in Q1 2021 and has held it in 22 quarters since. The position peaked at $128K in Q3 2024. 237 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

Plante Moran Financial Advisors held 537 shares of Somnigroup International worth $42.1K as of Q2 2026.
Plante Moran Financial Advisors bought 1 Somnigroup International share in Q2 2026, an estimated $73.
Somnigroup International made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #378 holding.
Plante Moran Financial Advisors first reported a position in Somnigroup International in Q1 2021 and has held it in 22 quarters since.
Plante Moran Financial Advisors's Somnigroup International position peaked at $128K in Q3 2024.
237 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.