SDWIA
SGI

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
2023
Q1 		– Sell
-1,650
Closed -$566K – 146
2022
Q4 		$566K Sell
1,650
-14,850
-90% -$447K 0.22% 67
2022
Q3 		$398K Hold
16,500
– – 0.18% 78
2022
Q2 		$352K Hold
16,500
– – 0.14% 86
2022
Q1 		$461K Buy
+16,500
New +$608K 0.16% 85

Other funds holding SGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
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

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. 314 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.
  • 314 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.