United Capital Financial Advisors
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United Capital Financial Advisors’s Somnigroup International SGI Stock Holding History

United Capital Financial 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 		$367K Sell
4,677
-2,324
-33% -$170K ﹤0.01% 1276
2026
Q1 		$518K Buy
7,001
+2,753
+65% +$239K ﹤0.01% 1059
2025
Q4 		$379K Buy
+4,248
New +$371K ﹤0.01% 1081
2018
Q1 		– Sell
-20,536
Closed -$322K – 1371
2017
Q4 		$322K Hold
20,536
– – ﹤0.01% 1092
2017
Q3 		$331K Buy
+20,536
New +$303K ﹤0.01% 1080

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
Abrams Capital Management
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

United Capital Financial Advisors's SGI Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Somnigroup International (SGI) stake by 33% in Q2 2026, selling an estimated $170K and leaving 4,677 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

United Capital Financial Advisors first reported a position in SGI in Q3 2017 and has held it in 5 quarters since. The position peaked at $518K in Q1 2026. 540 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • United Capital Financial Advisors held 4,677 shares of Somnigroup International worth $367K as of Q2 2026.
  • United Capital Financial Advisors sold 2,324 Somnigroup International shares in Q2 2026, an estimated $170K.
  • Somnigroup International made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1276 holding.
  • United Capital Financial Advisors first reported a position in Somnigroup International in Q3 2017 and has held it in 5 quarters since.
  • United Capital Financial Advisors's Somnigroup International position peaked at $518K in Q1 2026.
  • 540 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.