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Institute for Wealth Management’s Sea Limited SE Stock Holding History

Institute for Wealth Management’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 		$488K Buy
+5,895
New +$632K 0.05% 327
2024
Q3 		– Sell
-5,273
Closed -$377K – 556
2024
Q2 		$377K Hold
5,273
– – 0.05% 341
2024
Q1 		$283K Sell
5,273
-799
-13% -$36.8K 0.04% 406
2023
Q4 		$246K Buy
6,072
+679
+13% +$27.7K 0.04% 411
2023
Q3 		$237K Buy
+5,393
New +$264K 0.04% 398
2022
Q4 		– Sell
-4,360
Closed -$244K – 469
2022
Q3 		$244K Buy
4,360
+450
+12% +$31.3K 0.05% 377
2022
Q2 		$261K Buy
3,910
+915
+31% +$78K 0.05% 427
2022
Q1 		$359K Buy
2,995
+1,825
+156% +$257K 0.06% 370
2021
Q4 		$262K Buy
1,170
+376
+47% +$112K 0.04% 408
2021
Q3 		$253K Buy
+794
New +$244K 0.04% 414

Other funds holding SE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Institute for Wealth Management's SE Position: Q1 2026 in Review

Institute for Wealth Management opened a new position in Sea Limited (SE) in Q1 2026: 5,895 shares worth $488K. The stake represents 0.05% of the portfolio and ranks #327 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SE as recently as Q2 2024.

Institute for Wealth Management first reported a position in SE in Q3 2021 and has held it in 10 quarters since. 745 funds tracked by Wall St. Rank hold SE as of Q1 2026.

  • Institute for Wealth Management held 5,895 shares of Sea Limited worth $488K as of Q1 2026.
  • Sea Limited was a new Institute for Wealth Management position in Q1 2026.
  • Sea Limited made up 0.05% of Institute for Wealth Management's portfolio in Q1 2026, its #327 holding.
  • Institute for Wealth Management first reported a position in Sea Limited in Q3 2021 and has held it in 10 quarters since.
  • 745 funds tracked by Wall St. Rank held Sea Limited as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.