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EverSource Wealth Advisors’s Sea Limited SE Stock Holding History

EverSource 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 		$160K Sell
1,669
-824
-33% -$72.4K 0.01% 1124
2026
Q1 		$206K Buy
2,493
+751
+43% +$80.5K 0.01% 1035
2025
Q4 		$222K Sell
1,742
-93
-5% -$13.8K 0.01% 897
2025
Q3 		$328K Buy
1,835
+160
+10% +$27.4K 0.01% 685
2025
Q2 		$268K Sell
1,675
-2
-0.1% -$290 0.01% 730
2025
Q1 		$219K Sell
1,677
-1,094
-39% -$136K 0.01% 630
2024
Q4 		$294K Buy
2,771
+1,774
+178% +$186K 0.02% 512
2024
Q3 		$94K Sell
997
-530
-35% -$40K 0.01% 809
2024
Q2 		$100K Buy
1,527
+55
+4% +$3.63K 0.01% 799
2024
Q1 		$93K Buy
1,472
+58
+4% +$2.67K 0.01% 736
2023
Q4 		$57.3K Buy
1,414
+394
+39% +$16.1K 0.01% 842
2023
Q3 		$44.8K Buy
1,020
+485
+91% +$23.7K ﹤0.01% 855
2023
Q2 		$31.1K Buy
535
+134
+33% +$9.56K ﹤0.01% 1005
2023
Q1 		$34.7K Buy
401
+42
+12% +$2.87K ﹤0.01% 911
2022
Q4 		$18.7K Buy
359
+162
+82% +$8.73K ﹤0.01% 1084
2022
Q3 		$11K Sell
197
-560
-74% -$39K ﹤0.01% 1109
2022
Q2 		$51K Buy
757
+721
+2,003% +$61.5K 0.01% 623
2022
Q1 		$5K Sell
36
-459
-93% -$64.7K ﹤0.01% 1287
2021
Q4 		$110K Buy
+495
New +$148K 0.03% 298

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

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

EverSource Wealth Advisors reduced its Sea Limited (SE) stake by 33% in Q2 2026, selling an estimated $72.4K and leaving 1,669 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #1124.

EverSource Wealth Advisors first reported a position in SE in Q4 2021 and has held it in 19 quarters since. The position peaked at $328K in Q3 2025. 774 funds tracked by Wall St. Rank hold SE as of Q2 2026.

  • EverSource Wealth Advisors held 1,669 shares of Sea Limited worth $160K as of Q2 2026.
  • EverSource Wealth Advisors sold 824 Sea Limited shares in Q2 2026, an estimated $72.4K.
  • Sea Limited made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1124 holding.
  • EverSource Wealth Advisors first reported a position in Sea Limited in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Sea Limited position peaked at $328K in Q3 2025.
  • 774 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.