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Halbert Hargrove Global Advisors’s Sempra SRE Stock Holding History

Halbert Hargrove Global Advisors’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 		$354 Buy
+4
New +$372 ﹤0.01% 580
2025
Q4 		– Sell
-45
Closed -$4.05K – 700
2025
Q3 		$4.05K Buy
+45
New +$3.64K ﹤0.01% 448
2025
Q2 		– Sell
-11
Closed -$785 – 607
2025
Q1 		$785 Buy
+11
New +$857 ﹤0.01% 466

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

Halbert Hargrove Global Advisors's SRE Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Sempra (SRE) in Q2 2026: 4 shares worth $354. The stake represents ﹤0.01% of the portfolio and ranks #580 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in SRE as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in SRE in Q1 2025 and has held it in 3 quarters since. The position peaked at $4.05K in Q3 2025. 1,288 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Halbert Hargrove Global Advisors held 4 shares of Sempra worth $354 as of Q2 2026.
  • Sempra was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Sempra made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #580 holding.
  • Halbert Hargrove Global Advisors first reported a position in Sempra in Q1 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's Sempra position peaked at $4.05K in Q3 2025.
  • 1,288 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.