SWM
SGI

Spire Wealth Management’s Somnigroup International SGI Stock Holding History

Spire 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
Q1 		– Sell
-11
Closed -$954 – 2434
2025
Q4 		$954 Buy
+11
New +$961 ﹤0.01% 2201
2022
Q4 		– Sell
-92
Closed -$2K – 2418
2022
Q3 		$2K Sell
92
-900
-91% -$23.3K ﹤0.01% 2015
2022
Q2 		$21K Buy
+992
New +$25.6K ﹤0.01% 1662
2022
Q1 		– Sell
-3,019
Closed -$142K – 2929
2021
Q4 		$142K Buy
3,019
+19
+0.6% +$861 ﹤0.01% 1256
2021
Q3 		$139K Buy
3,000
+2,870
+2,208% +$125K ﹤0.01% 1065
2021
Q2 		$5K Sell
130
-55
-30% -$2.11K ﹤0.01% 2331
2021
Q1 		$7K Buy
+185
New +$5.99K ﹤0.01% 2546

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Spire Wealth Management's SGI Position: Q1 2026 in Review

Spire Wealth Management sold out of Somnigroup International (SGI) in Q1 2026, closing a stake of 11 shares — an estimated $954 sold.

Spire Wealth Management first reported a position in SGI in Q1 2021 and held it in 7 quarters. The position peaked at $142K in Q4 2021. 529 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • Spire Wealth Management reported no remaining Somnigroup International position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 11 Somnigroup International shares in Q1 2026, an estimated $954.
  • Spire Wealth Management first reported a position in Somnigroup International in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Somnigroup International position peaked at $142K in Q4 2021.
  • 529 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.