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Abound Wealth Management’s Sempra SRE Stock Holding History

Abound Wealth Management’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84K Sell
20
-89
-82% -$8.28K ﹤0.01% 751
2026
Q1 		$10.6K Buy
109
+39
+56% +$3.57K ﹤0.01% 533
2025
Q4 		$6.19K Hold
70
– – ﹤0.01% 618
2025
Q3 		$6.31K Buy
70
+1
+1% +$81 ﹤0.01% 593
2025
Q2 		$5.25K Buy
69
+8
+13% +$594 ﹤0.01% 566
2025
Q1 		$4.37K Sell
61
-72
-54% -$5.61K ﹤0.01% 568
2024
Q4 		$11.7K Sell
133
-13
-9% -$1.14K ﹤0.01% 362
2024
Q3 		$12.2K Sell
146
-2
-1% -$160 ﹤0.01% 382
2024
Q2 		$11.3K Buy
148
+10
+7% +$739 ﹤0.01% 347
2024
Q1 		$9.93K Hold
138
– – ﹤0.01% 376
2023
Q4 		$10.3K Sell
138
-16
-10% -$1.14K ﹤0.01% 366
2023
Q3 		$10.5K Buy
154
+18
+13% +$1.3K ﹤0.01% 322
2023
Q2 		$9.92K Buy
136
+42
+45% +$3.15K ﹤0.01% 334
2023
Q1 		$7.12K Hold
94
– – ﹤0.01% 338
2022
Q4 		$7.28K Buy
94
+66
+236% +$5.11K ﹤0.01% 302
2022
Q3 		$2.12K Buy
+28
New +$2.27K ﹤0.01% 472

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Abound Wealth Management's SRE Position: Q2 2026 in Review

Abound Wealth Management reduced its Sempra (SRE) stake by 82% in Q2 2026, selling an estimated $8.28K and leaving 20 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Abound Wealth Management first reported a position in SRE in Q3 2022 and has held it in 16 quarters since. The position peaked at $12.2K in Q3 2024. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Abound Wealth Management held 20 shares of Sempra worth $1.84K as of Q2 2026.
  • Abound Wealth Management sold 89 Sempra shares in Q2 2026, an estimated $8.28K.
  • Sempra made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #751 holding.
  • Abound Wealth Management first reported a position in Sempra in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Sempra position peaked at $12.2K in Q3 2024.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.