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Altshuler Shaham’s Sempra SRE Stock Holding History

Altshuler Shaham’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
Q1 		$818K Buy
8,414
+1,017
+14% +$93.1K 0.01% 138
2025
Q4 		$653K Buy
7,397
+542
+8% +$49.4K 0.01% 137
2025
Q3 		$617K Buy
6,855
+1,726
+34% +$140K 0.01% 112
2025
Q2 		$389K Buy
5,129
+858
+20% +$63.7K 0.01% 124
2025
Q1 		$305K Buy
4,271
+3,067
+255% +$239K 0.01% 114
2024
Q4 		$106K Buy
+1,204
New +$105K ﹤0.01% 121
2022
Q4 		– Sell
-932
Closed -$71K – 591
2022
Q3 		$71K Sell
932
-86
-8% -$6.96K ﹤0.01% 185
2022
Q2 		$76K Buy
+1,018
New +$81.7K ﹤0.01% 188
2020
Q2 		– Sell
-2,306
Closed -$131K – 543
2020
Q1 		$131K Sell
2,306
-1,078
-32% -$76.5K 0.01% 149
2019
Q4 		$256K Buy
3,384
+464
+16% +$34K 0.01% 128
2019
Q3 		$211K Buy
+2,920
New +$204K 0.01% 151
2018
Q2 		– Sell
-312
Closed -$17K – 257
2018
Q1 		$17K Buy
+312
New +$16.8K ﹤0.01% 164

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altshuler Shaham's SRE Position: Q1 2026 in Review

Altshuler Shaham increased its Sempra (SRE) stake by 14% in Q1 2026, buying an estimated $93.1K and bringing the position to 8,414 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #138.

Altshuler Shaham first reported a position in SRE in Q1 2018 and has held it in 12 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Altshuler Shaham held 8,414 shares of Sempra worth $818K as of Q1 2026.
  • Altshuler Shaham bought 1,017 Sempra shares in Q1 2026, an estimated $93.1K.
  • Sempra made up 0.01% of Altshuler Shaham's portfolio in Q1 2026, its #138 holding.
  • Altshuler Shaham first reported a position in Sempra in Q1 2018 and has held it in 12 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.