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Concord Wealth Partners’s Sea Limited SE Stock Holding History

Concord Wealth Partners’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
-1
Closed -$128 – 672
2025
Q4 		$128 Sell
1
-474
-100% -$70.2K ﹤0.01% 817
2025
Q3 		$85K Buy
475
+439
+1,219% +$75.2K 0.01% 273
2025
Q2 		$5.81K Buy
36
+35
+3,500% +$5.07K ﹤0.01% 610
2025
Q1 		$130 Hold
1
– – ﹤0.01% 787
2024
Q4 		$106 Hold
1
– – ﹤0.01% 902
2024
Q3 		$94 Hold
1
– – ﹤0.01% 938
2024
Q2 		$71 Hold
1
– – ﹤0.01% 815
2024
Q1 		$54 Hold
1
– – ﹤0.01% 843
2023
Q4 		$41 Hold
1
– – ﹤0.01% 800
2023
Q3 		$44 Sell
1
-18
-95% -$880 ﹤0.01% 1019
2023
Q2 		$1.1K Hold
19
– – ﹤0.01% 940
2023
Q1 		$1.64K Sell
19
-2
-10% -$137 ﹤0.01% 843
2022
Q4 		$1.09K Buy
+21
New +$1.13K ﹤0.01% 1048
2022
Q3 		– Sell
-9
Closed -$1K – 959
2022
Q2 		$1K Sell
9
-229
-96% -$19.5K ﹤0.01% 1190
2022
Q1 		$29K Sell
238
-253
-52% -$35.7K 0.01% 553
2021
Q4 		$110K Buy
491
+330
+205% +$98.5K 0.03% 294
2021
Q3 		$51K Sell
161
-236
-59% -$72.4K 0.02% 218
2021
Q2 		$109K Buy
397
+47
+13% +$11.9K 0.03% 223
2021
Q1 		$78K Buy
350
+335
+2,233% +$77.8K 0.03% 257
2020
Q4 		$3K Buy
+15
New +$2.67K ﹤0.01% 495

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 $3.38T AUM 44.17% 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

Concord Wealth Partners's SE Position: Q1 2026 in Review

Concord Wealth Partners sold out of Sea Limited (SE) in Q1 2026, closing a stake of 1 share — an estimated $128 sold.

Concord Wealth Partners first reported a position in SE in Q4 2020 and held it in 20 quarters. The position peaked at $110K in Q4 2021. 753 funds tracked by Wall St. Rank hold SE as of Q1 2026.

  • Concord Wealth Partners reported no remaining Sea Limited position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 1 Sea Limited share in Q1 2026, an estimated $128.
  • Concord Wealth Partners first reported a position in Sea Limited in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Sea Limited position peaked at $110K in Q4 2021.
  • 753 funds tracked by Wall St. Rank held Sea Limited as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.