XWM
SGI

Xcel Wealth Management’s Somnigroup International SGI Stock Holding History

Xcel Wealth Management’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
-2,400
Closed -$214K – 149
2025
Q4 		$214K Hold
2,400
– – 0.05% 140
2025
Q3 		$202K Buy
+2,400
New +$189K 0.05% 138

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

Xcel Wealth Management's SGI Position: Q1 2026 in Review

Xcel Wealth Management sold out of Somnigroup International (SGI) in Q1 2026, closing a stake of 2,400 shares — an estimated $214K sold.

Xcel Wealth Management first reported a position in SGI in Q3 2025 and held it in 2 quarters. The position peaked at $214K in Q4 2025. 523 funds tracked by Wall St. Rank hold SGI as of Q1 2026.

  • Xcel Wealth Management reported no remaining Somnigroup International position as of Q1 2026 after selling out during the quarter.
  • Xcel Wealth Management sold 2,400 Somnigroup International shares in Q1 2026, an estimated $214K.
  • Xcel Wealth Management first reported a position in Somnigroup International in Q3 2025 and held it in 2 quarters.
  • Xcel Wealth Management's Somnigroup International position peaked at $214K in Q4 2025.
  • 523 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.