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Modern Wealth Management’s Sabesp SBS Stock Holding History

Modern Wealth Management’s Portfolio SBS Stock Details SBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$187K Sell
32,404
-5,931
-15% -$35.9K ﹤0.01% 1043
2026
Q1 		$232K Sell
38,335
-15,231
-28% -$83.6K ﹤0.01% 791
2025
Q4 		$255K Buy
53,566
+3,914
+8% +$18.9K ﹤0.01% 735
2025
Q3 		$240K Buy
+49,652
New +$209K ﹤0.01% 712

Other funds holding SBS

Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Modern Wealth Management's SBS Position: Q2 2026 in Review

Modern Wealth Management reduced its Sabesp (SBS) stake by 15% in Q2 2026, selling an estimated $35.9K and leaving 32,404 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Modern Wealth Management first reported a position in SBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $255K in Q4 2025. 296 funds tracked by Wall St. Rank hold SBS as of Q2 2026.

  • Modern Wealth Management held 32,404 shares of Sabesp worth $187K as of Q2 2026.
  • Modern Wealth Management sold 5,931 Sabesp shares in Q2 2026, an estimated $35.9K.
  • Sabesp made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1043 holding.
  • Modern Wealth Management first reported a position in Sabesp in Q3 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's Sabesp position peaked at $255K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Sabesp as of Q2 2026.

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