Circle Wealth Management’s Sea Limited SE Stock Holding History

Circle Wealth Management’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	-15,985	Closed	-$2.04M	–	274
2025 Q4	$2.04M	Buy	15,985 +703	+5%	+$104K	0.03%	84
2025 Q3	$2.73M	Buy	15,282 +1,214	+9%	+$208K	0.05%	69
2025 Q2	$2.25M	Buy	14,068 +392	+3%	+$56.8K	0.05%	74
2025 Q1	$1.78M	Buy	13,676 +4,662	+52%	+$578K	0.04%	76
2024 Q4	$956K	Buy	9,014 +2,398	+36%	+$252K	0.02%	118
2024 Q3	$624K	Buy	+6,616	New	+$499K	0.01%	154

Other funds holding SE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Circle Wealth Management's SE Position: Q1 2026 in Review

Circle Wealth Management sold out of Sea Limited (SE) in Q1 2026, closing a stake of 15,985 shares — an estimated $2.04M sold.

Circle Wealth Management first reported a position in SE in Q3 2024 and held it in 6 quarters. The position peaked at $2.73M in Q3 2025. 752 funds tracked by Wall St. Rank hold SE as of Q1 2026.

Circle Wealth Management reported no remaining Sea Limited position as of Q1 2026 after selling out during the quarter.
Circle Wealth Management sold 15,985 Sea Limited shares in Q1 2026, an estimated $2.04M.
Circle Wealth Management first reported a position in Sea Limited in Q3 2024 and held it in 6 quarters.
Circle Wealth Management's Sea Limited position peaked at $2.73M in Q3 2025.
752 funds tracked by Wall St. Rank held Sea Limited as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.