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BSW Wealth Partners’s Sempra SRE Stock Holding History

BSW Wealth Partners’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 		$201K Sell
2,164
-250
-10% -$23.3K 0.02% 322
2026
Q1 		$235K Buy
2,414
+15
+0.6% +$1.37K 0.03% 283
2025
Q4 		$212K Buy
+2,399
New +$218K 0.03% 305

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

BSW Wealth Partners's SRE Position: Q2 2026 in Review

BSW Wealth Partners reduced its Sempra (SRE) stake by 10% in Q2 2026, selling an estimated $23.3K and leaving 2,164 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #322.

BSW Wealth Partners first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $235K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • BSW Wealth Partners held 2,164 shares of Sempra worth $201K as of Q2 2026.
  • BSW Wealth Partners sold 250 Sempra shares in Q2 2026, an estimated $23.3K.
  • Sempra made up 0.02% of BSW Wealth Partners's portfolio in Q2 2026, its #322 holding.
  • BSW Wealth Partners first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • BSW Wealth Partners's Sempra position peaked at $235K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.