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EP Wealth Advisors’s Sea Limited SE Stock Holding History

EP Wealth Advisors’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
Q2 		$400K Sell
4,176
-354
-8% -$31.1K ﹤0.01% 1135
2026
Q1 		$375K Buy
4,530
+772
+21% +$82.7K ﹤0.01% 1042
2025
Q4 		$479K Buy
+3,758
New +$557K ﹤0.01% 898

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

EP Wealth Advisors's SE Position: Q2 2026 in Review

EP Wealth Advisors reduced its Sea Limited (SE) stake by 7.8% in Q2 2026, selling an estimated $31.1K and leaving 4,176 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

EP Wealth Advisors first reported a position in SE in Q4 2025 and has held it in 3 quarters since. The position peaked at $479K in Q4 2025. 777 funds tracked by Wall St. Rank hold SE as of Q2 2026.

  • EP Wealth Advisors held 4,176 shares of Sea Limited worth $400K as of Q2 2026.
  • EP Wealth Advisors sold 354 Sea Limited shares in Q2 2026, an estimated $31.1K.
  • Sea Limited made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1135 holding.
  • EP Wealth Advisors first reported a position in Sea Limited in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's Sea Limited position peaked at $479K in Q4 2025.
  • 777 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.