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Merrithew & Thorsten Inc’s Sempra SRE Stock Holding History

Merrithew & Thorsten Inc’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 		$403K Buy
4,350
+29
+0.7% +$2.7K 0.34% 18
2026
Q1 		$419K Buy
4,321
+30
+0.7% +$2.75K 0.4% 17
2025
Q4 		$378K Buy
+4,291
New +$391K 0.4% 18

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

Merrithew & Thorsten Inc's SRE Position: Q2 2026 in Review

Merrithew & Thorsten Inc increased its Sempra (SRE) stake by 0.67% in Q2 2026, buying an estimated $2.7K and bringing the position to 4,350 shares worth $403K. The position accounts for 0.34% of the portfolio, ranked #18.

Merrithew & Thorsten Inc first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $419K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Merrithew & Thorsten Inc held 4,350 shares of Sempra worth $403K as of Q2 2026.
  • Merrithew & Thorsten Inc bought 29 Sempra shares in Q2 2026, an estimated $2.7K.
  • Sempra made up 0.34% of Merrithew & Thorsten Inc's portfolio in Q2 2026, its #18 holding.
  • Merrithew & Thorsten Inc first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • Merrithew & Thorsten Inc's Sempra position peaked at $419K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.