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 Q2	$593K	Buy	6,186 +291	+5%	+$25.6K	0.05%	293
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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Institute for Wealth Management's SE Position: Q2 2026 in Review

Institute for Wealth Management increased its Sea Limited (SE) stake by 4.9% in Q2 2026, buying an estimated $25.6K and bringing the position to 6,186 shares worth $593K. The position accounts for 0.05% of the portfolio, ranked #293.

Institute for Wealth Management first reported a position in SE in Q3 2021 and has held it in 11 quarters since. 777 funds tracked by Wall St. Rank hold SE as of Q2 2026.

Institute for Wealth Management held 6,186 shares of Sea Limited worth $593K as of Q2 2026.
Institute for Wealth Management bought 291 Sea Limited shares in Q2 2026, an estimated $25.6K.
Sea Limited made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #293 holding.
Institute for Wealth Management first reported a position in Sea Limited in Q3 2021 and has held it in 11 quarters since.
777 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.