SWM
SGI

Salvus Wealth Management’s Somnigroup International SGI Stock Holding History

Salvus 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 		$4.38M Sell
55,851
-2,634
-5% -$193K 2.45% 9
2026
Q1 		$4.32M Sell
58,485
-980
-2% -$85K 2.51% 10
2025
Q4 		$5.31M Buy
59,465
+235
+0.4% +$20.5K 2.97% 8
2025
Q3 		$4.99M Sell
59,230
-15,121
-20% -$1.19M 2.79% 9
2025
Q2 		$5.06M Sell
74,351
-2,697
-4% -$170K 2.95% 6
2025
Q1 		$4.61M Sell
77,048
-12
-0% -$726 2.89% 6
2024
Q4 		$4.37M Sell
77,060
-265
-0.3% -$14.1K 2.79% 8
2024
Q3 		$4.22M Buy
77,325
+640
+0.8% +$32.5K 2.59% 10
2024
Q2 		$3.63M Sell
76,685
-1,749
-2% -$88.5K 2.49% 10
2024
Q1 		$4.46M Sell
78,434
-895
-1% -$46.6K 3.04% 8
2023
Q4 		$4.04M Sell
79,329
-2,883
-4% -$122K 2.87% 9
2023
Q3 		$3.56M Sell
82,212
-48
-0.1% -$2.13K 2.82% 9
2023
Q2 		$3.3M Sell
82,260
-853
-1% -$32.1K 2.53% 14
2023
Q1 		$3.28M Buy
83,113
+505
+0.6% +$20.1K 2.66% 9
2022
Q4 		$2.84M Buy
82,608
+375
+0.5% +$11.3K 2.6% 9
2022
Q3 		$1.99M Buy
82,233
+204
+0.2% +$5.29K 1.89% 17
2022
Q2 		$1.75M Buy
82,029
+2,103
+3% +$54.2K 1.57% 20
2022
Q1 		$2.23M Buy
79,926
+18,507
+30% +$682K 1.71% 18
2021
Q4 		$2.89M Buy
61,419
+355
+0.6% +$16.1K 2.11% 13
2021
Q3 		$2.83M Buy
61,064
+490
+0.8% +$21.4K 2.31% 12
2021
Q2 		$2.52M Sell
60,574
-23,380
-28% -$896K 2.12% 14
2021
Q1 		$3.15M Sell
83,954
-10,219
-11% -$331K 2.94% 8
2020
Q4 		$2.62M Buy
+94,173
New +$2.3M 2.83% 9

Other funds holding SGI

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return