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Mosaic Family Wealth Partners’s Sempra SRE Stock Holding History

Mosaic Family Wealth Partners’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 		$337K Buy
+3,637
New +$338K 0.02% 338

Other funds holding SRE

BlackRock
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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

Mosaic Family Wealth Partners's SRE Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in Sempra (SRE) in Q2 2026: 3,637 shares worth $337K. The stake represents 0.02% of the portfolio and ranks #338 among its holdings.

1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Mosaic Family Wealth Partners held 3,637 shares of Sempra worth $337K as of Q2 2026.
  • Sempra was a new Mosaic Family Wealth Partners position in Q2 2026.
  • Sempra made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #338 holding.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.