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Diversify Wealth Management’s Sempra SRE Stock Holding History

Diversify Wealth Management’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 		$473K Buy
5,182
+666
+15% +$61.9K 0.01% 881
2026
Q1 		$418K Buy
+4,516
New +$413K 0.01% 856

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

Diversify Wealth Management's SRE Position: Q2 2026 in Review

Diversify Wealth Management increased its Sempra (SRE) stake by 15% in Q2 2026, buying an estimated $61.9K and bringing the position to 5,182 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #881.

Diversify Wealth Management first reported a position in SRE in Q1 2026 and has held it in 2 quarters since. 1,283 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Diversify Wealth Management held 5,182 shares of Sempra worth $473K as of Q2 2026.
  • Diversify Wealth Management bought 666 Sempra shares in Q2 2026, an estimated $61.9K.
  • Sempra made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #881 holding.
  • Diversify Wealth Management first reported a position in Sempra in Q1 2026 and has held it in 2 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.