Schwarz Dygos Wheeler Investment Advisors’s Somnigroup International SGI Stock Holding History

Schwarz Dygos Wheeler 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	$647K	Hold	8,250	–	–	0.12%	98
2026 Q1	$610K	Hold	8,250	–	–	0.13%	96
2025 Q4	$737K	Hold	8,250	–	–	0.15%	92
2025 Q3	$696K	Sell	8,250 -2,000	-20%	-$158K	0.15%	93
2025 Q2	$698K	Sell	10,250 -1,000	-9%	-$62.9K	0.16%	93
2025 Q1	$674K	Sell	11,250 -1,000	-8%	-$60.5K	0.16%	91
2024 Q4	$694K	Sell	12,250 -850	-6%	-$45.4K	0.17%	89
2024 Q3	$715K	Hold	13,100	–	–	0.18%	88
2024 Q2	$620K	Hold	13,100	–	–	0.17%	86
2024 Q1	$744K	Hold	13,100	–	–	0.21%	78
2023 Q4	$668K	Hold	13,100	–	–	0.21%	79
2023 Q3	$568K	Hold	13,100	–	–	0.19%	82
2023 Q2	$525K	Hold	13,100	–	–	0.17%	85
2023 Q1	$517K	Hold	13,100	–	–	0.19%	76
2022 Q4	$450K	Buy	13,100 +1,000	+8%	+$30.1K	0.18%	80
2022 Q3	$292K	Buy	12,100 +9,100	+303%	+$236K	0.13%	93
2022 Q2	$64K	Hold	3,000	–	–	0.03%	127
2022 Q1	$84K	Buy	+3,000	New	+$111K	0.03%	137

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

Schwarz Dygos Wheeler Investment Advisors's SGI Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Somnigroup International (SGI) position steady in Q2 2026 at 8,250 shares worth $647K. The position accounts for 0.12% of the portfolio, ranked #98.

Schwarz Dygos Wheeler Investment Advisors first reported a position in SGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $744K in Q1 2024. 224 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 8,250 shares of Somnigroup International worth $647K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors left its Somnigroup International share count unchanged in Q2 2026.
Somnigroup International made up 0.12% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #98 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Somnigroup International in Q1 2022 and has held it in 18 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Somnigroup International position peaked at $744K in Q1 2024.
224 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.