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Medallion Wealth Advisors’s Sempra SRE Stock Holding History

Medallion Wealth 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 		$60.3K Sell
650
-6
-0.9% -$558 0.02% 439
2026
Q1 		$63.8K Buy
656
+4
+0.6% +$366 0.02% 427
2025
Q4 		$57.6K Buy
652
+4
+0.6% +$364 0.02% 451
2025
Q3 		$58.3K Sell
648
-145
-18% -$11.7K 0.02% 445
2025
Q2 		$60.4K Buy
793
+5
+0.6% +$371 0.02% 430
2025
Q1 		$56.4K Buy
788
+211
+37% +$16.4K 0.03% 411
2024
Q4 		$50.5K Buy
+577
New +$50.5K 0.03% 403

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

Medallion Wealth Advisors's SRE Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Sempra (SRE) stake by 0.91% in Q2 2026, selling an estimated $558 and leaving 650 shares worth $60.3K. The position accounts for 0.02% of the portfolio, ranked #439.

Medallion Wealth Advisors first reported a position in SRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $63.8K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Medallion Wealth Advisors held 650 shares of Sempra worth $60.3K as of Q2 2026.
  • Medallion Wealth Advisors sold 6 Sempra shares in Q2 2026, an estimated $558.
  • Sempra made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #439 holding.
  • Medallion Wealth Advisors first reported a position in Sempra in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Sempra position peaked at $63.8K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.