WF
SGI

Welch & Forbes’s Somnigroup International SGI Stock Holding History

Welch & Forbes’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
-3,540
Closed -$316K – 383
2025
Q4 		$316K Hold
3,540
– – ﹤0.01% 321
2025
Q3 		$299K Hold
3,540
– – ﹤0.01% 330
2025
Q2 		$241K Hold
3,540
– – ﹤0.01% 356
2025
Q1 		$212K Hold
3,540
– – ﹤0.01% 356
2024
Q4 		$201K Buy
+3,540
New +$189K ﹤0.01% 376

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 $3.37T AUM 44.26% 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

Welch & Forbes's SGI Position: Q1 2026 in Review

Welch & Forbes sold out of Somnigroup International (SGI) in Q1 2026, closing a stake of 3,540 shares — an estimated $316K sold.

Welch & Forbes first reported a position in SGI in Q4 2024 and held it in 5 quarters. The position peaked at $316K in Q4 2025. 529 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • Welch & Forbes reported no remaining Somnigroup International position as of Q1 2026 after selling out during the quarter.
  • Welch & Forbes sold 3,540 Somnigroup International shares in Q1 2026, an estimated $316K.
  • Welch & Forbes first reported a position in Somnigroup International in Q4 2024 and held it in 5 quarters.
  • Welch & Forbes's Somnigroup International position peaked at $316K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.