WA
SGI

Waverly Advisors’s Somnigroup International SGI Stock Holding History

Waverly 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 		$687K Sell
8,767
-169
-2% -$12.4K ﹤0.01% 1030
2026
Q1 		$661K Sell
8,936
-308
-3% -$26.7K ﹤0.01% 959
2025
Q4 		$825K Sell
9,244
-506
-5% -$44.2K 0.01% 820
2025
Q3 		$822K Sell
9,750
-807
-8% -$63.6K 0.01% 695
2025
Q2 		$718K Sell
10,557
-664
-6% -$41.8K 0.01% 700
2025
Q1 		$672K Sell
11,221
-996
-8% -$60.3K 0.01% 700
2024
Q4 		$693K Buy
+12,217
New +$652K 0.01% 599

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 $3.37T AUM 44.26% 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
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Waverly Advisors's SGI Position: Q2 2026 in Review

Waverly Advisors reduced its Somnigroup International (SGI) stake by 1.9% in Q2 2026, selling an estimated $12.4K and leaving 8,767 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Waverly Advisors first reported a position in SGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $825K in Q4 2025. 538 funds tracked by Wall St. Rank hold SGI as of Q2 2026.

  • Waverly Advisors held 8,767 shares of Somnigroup International worth $687K as of Q2 2026.
  • Waverly Advisors sold 169 Somnigroup International shares in Q2 2026, an estimated $12.4K.
  • Somnigroup International made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1030 holding.
  • Waverly Advisors first reported a position in Somnigroup International in Q4 2024 and has held it in 7 quarters since.
  • Waverly Advisors's Somnigroup International position peaked at $825K in Q4 2025.
  • 538 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.