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Capital Wealth Planning’s Sea Limited SE Stock Holding History

Capital Wealth Planning’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-22,303
Closed -$2.93M – 172
2025
Q4 		$2.93M Sell
22,303
-24,417
-52% -$3.62M 0.02% 114
2025
Q3 		$8.35M Buy
46,720
+9,987
+27% +$1.71M 0.06% 59
2025
Q2 		$5.88M Buy
+36,733
New +$5.32M 0.05% 57

Other funds holding SE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Capital Wealth Planning's SE Position: Q1 2026 in Review

Capital Wealth Planning sold out of Sea Limited (SE) in Q1 2026, closing a stake of 22,303 shares — an estimated $2.93M sold.

Capital Wealth Planning first reported a position in SE in Q2 2025 and held it in 3 quarters. The position peaked at $8.35M in Q3 2025. 752 funds tracked by Wall St. Rank hold SE as of Q1 2026.

  • Capital Wealth Planning reported no remaining Sea Limited position as of Q1 2026 after selling out during the quarter.
  • Capital Wealth Planning sold 22,303 Sea Limited shares in Q1 2026, an estimated $2.93M.
  • Capital Wealth Planning first reported a position in Sea Limited in Q2 2025 and held it in 3 quarters.
  • Capital Wealth Planning's Sea Limited position peaked at $8.35M in Q3 2025.
  • 752 funds tracked by Wall St. Rank held Sea Limited as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.