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Marshall & Sterling Wealth Advisors’s Sea Limited SE Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-27
Closed -$4.83K – 572
2025
Q3 		$4.83K Buy
27
+5
+23% +$857 ﹤0.01% 508
2025
Q2 		$3.52K Sell
22
-10
-31% -$1.45K ﹤0.01% 514
2025
Q1 		$4.18K Buy
+32
New +$3.97K ﹤0.01% 496

Other funds holding SE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SE Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Sea Limited (SE) in Q4 2025, closing a stake of 27 shares — an estimated $4.83K sold.

Marshall & Sterling Wealth Advisors first reported a position in SE in Q1 2025 and held it in 3 quarters. The position peaked at $4.83K in Q3 2025. 871 funds tracked by Wall St. Rank hold SE as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Sea Limited position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 27 Sea Limited shares in Q4 2025, an estimated $4.83K.
  • Marshall & Sterling Wealth Advisors first reported a position in Sea Limited in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Sea Limited position peaked at $4.83K in Q3 2025.
  • 871 funds tracked by Wall St. Rank held Sea Limited as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.