SWGC
SGI

Summit Wealth Group (Colorado)’s Somnigroup International SGI Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-12,222
Closed -$1.3M – 675
2025
Q3 		$1.3M Buy
+12,222
New +$963K 0.14% 129

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SGI Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Somnigroup International (SGI) in Q4 2025, closing a stake of 12,222 shares — an estimated $1.3M sold.

Summit Wealth Group (Colorado) first reported a position in SGI in Q3 2025 and held it in 1 quarter. The position peaked at $1.3M in Q3 2025. 549 funds tracked by Wall St. Rank hold SGI as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Somnigroup International position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 12,222 Somnigroup International shares in Q4 2025, an estimated $1.3M.
  • Summit Wealth Group (Colorado) first reported a position in Somnigroup International in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Somnigroup International position peaked at $1.3M in Q3 2025.
  • 549 funds tracked by Wall St. Rank held Somnigroup International as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.