SPIA
SGI

Steward Partners Investment Advisory’s Somnigroup International SGI Stock Holding History

Steward Partners Investment Advisory’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 		$328K Buy
4,436
+387
+10% +$33.6K ﹤0.01% 1759
2025
Q4 		$361K Sell
4,049
-146
-3% -$12.8K ﹤0.01% 1612
2025
Q3 		$354K Sell
4,195
-236
-5% -$18.6K ﹤0.01% 1566
2025
Q2 		$302K Buy
4,431
+257
+6% +$16.2K ﹤0.01% 1555
2025
Q1 		$250K Sell
4,174
-545
-12% -$33K ﹤0.01% 1541
2024
Q4 		$268K Buy
4,719
+263
+6% +$14K ﹤0.01% 1467
2024
Q3 		$243K Buy
4,456
+212
+5% +$10.8K ﹤0.01% 1428
2024
Q2 		$201K Buy
4,244
+407
+11% +$20.6K ﹤0.01% 1445
2024
Q1 		$218K Buy
3,837
+375
+11% +$19.5K ﹤0.01% 1393
2023
Q4 		$176K Sell
3,462
-95
-3% -$4.03K ﹤0.01% 1428
2023
Q3 		$154K Buy
3,557
+341
+11% +$15.1K ﹤0.01% 1398
2023
Q2 		$129K Buy
3,216
+430
+15% +$16.2K ﹤0.01% 1462
2023
Q1 		$110K Buy
2,786
+6
+0.2% +$239 ﹤0.01% 1546
2022
Q4 		$95.4K Buy
2,780
+23
+0.8% +$692 ﹤0.01% 1577
2022
Q3 		$67K Buy
2,757
+916
+50% +$23.7K ﹤0.01% 1660
2022
Q2 		$39K Buy
1,841
+1,249
+211% +$32.2K ﹤0.01% 1930
2022
Q1 		$17K Buy
592
+518
+700% +$19.1K ﹤0.01% 2454
2021
Q4 		$3K Sell
74
-52
-41% -$2.36K ﹤0.01% 2982
2021
Q3 		$6K Buy
+126
New +$5.5K ﹤0.01% 2779
2021
Q2 		– Sell
-88
Closed -$3.22K – 7451
2021
Q1 		$3.22K Buy
+88
New +$2.85K ﹤0.01% 3120
2020
Q1 		– Sell
-14,556
Closed -$316K – 2730
2019
Q4 		$316K Buy
14,556
+348
+2% +$7.28K 0.01% 747
2019
Q3 		$274K Buy
14,208
+3,208
+29% +$61.5K 0.01% 749
2019
Q2 		$201K Buy
+11,000
New +$177K 0.01% 815
2018
Q3 		– Sell
-296
Closed -$4K – 2732
2018
Q2 		$4K Buy
+296
New +$3.49K ﹤0.01% 2084
2017
Q1 		– Sell
-2,468
Closed -$42K – 1577
2016
Q4 		$42K Buy
+2,468
New +$36.9K 0.02% 346

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Steward Partners Investment Advisory's SGI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Somnigroup International (SGI) stake by 9.6% in Q1 2026, buying an estimated $33.6K and bringing the position to 4,436 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Steward Partners Investment Advisory first reported a position in SGI in Q4 2016 and has held it in 25 quarters since. The position peaked at $361K in Q4 2025. 523 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • Steward Partners Investment Advisory held 4,436 shares of Somnigroup International worth $328K as of Q1 2026.
  • Steward Partners Investment Advisory bought 387 Somnigroup International shares in Q1 2026, an estimated $33.6K.
  • Somnigroup International made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1759 holding.
  • Steward Partners Investment Advisory first reported a position in Somnigroup International in Q4 2016 and has held it in 25 quarters since.
  • Steward Partners Investment Advisory's Somnigroup International position peaked at $361K in Q4 2025.
  • 523 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.