UCFA
SGI

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
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 $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

United Capital Financial Advisors's SGI Position: Q1 2026 in Review

United Capital Financial Advisors increased its Somnigroup International (SGI) stake by 65% in Q1 2026, buying an estimated $239K and bringing the position to 7,001 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

United Capital Financial Advisors first reported a position in SGI in Q3 2017 and has held it in 4 quarters since. 523 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • United Capital Financial Advisors held 7,001 shares of Somnigroup International worth $518K as of Q1 2026.
  • United Capital Financial Advisors bought 2,753 Somnigroup International shares in Q1 2026, an estimated $239K.
  • Somnigroup International made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1059 holding.
  • United Capital Financial Advisors first reported a position in Somnigroup International in Q3 2017 and has held it in 4 quarters since.
  • 523 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.