Moran Wealth Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIC
Moran Wealth Management's SEIC Position: Q2 2026 in Review
Moran Wealth Management reduced its SEI Investments (SEIC) stake by 4.5% in Q2 2026, selling an estimated $170K and leaving 41,009 shares worth $3.6M. The position accounts for 0.1% of the portfolio, ranked #251.
Moran Wealth Management first reported a position in SEIC in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.24M in Q2 2025. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.
- Moran Wealth Management held 41,009 shares of SEI Investments worth $3.6M as of Q2 2026.
- Moran Wealth Management sold 1,947 SEI Investments shares in Q2 2026, an estimated $170K.
- SEI Investments made up 0.1% of Moran Wealth Management's portfolio in Q2 2026, its #251 holding.
- Moran Wealth Management first reported a position in SEI Investments in Q2 2025 and has held it in 5 quarters since.
- Moran Wealth Management's SEI Investments position peaked at $4.24M in Q2 2025.
- 572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.
Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.