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United Financial Planning Group’s Somnigroup International SGI Stock Holding History

United Financial Planning Group’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
-4
Closed -$357 – 657
2025
Q4 		$357 Buy
+4
New +$349 ﹤0.01% 424

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 $3.38T AUM 44.17% 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

United Financial Planning Group's SGI Position: Q1 2026 in Review

United Financial Planning Group sold out of Somnigroup International (SGI) in Q1 2026, closing a stake of 4 shares — an estimated $357 sold.

United Financial Planning Group first reported a position in SGI in Q4 2025 and held it in 1 quarter. The position peaked at $357 in Q4 2025. 529 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • United Financial Planning Group reported no remaining Somnigroup International position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 4 Somnigroup International shares in Q1 2026, an estimated $357.
  • United Financial Planning Group first reported a position in Somnigroup International in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Somnigroup International position peaked at $357 in Q4 2025.
  • 529 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.