Pinnacle Wealth Planning Services’s Sea Limited SE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SE Stock Details SE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$646K	Buy	6,744 +10	+0.1%	+$879	0.06%	182
2026 Q1	$558K	Buy	6,734 +1,393	+26%	+$149K	0.06%	197
2025 Q4	$681K	Sell	5,341 -67	-1%	-$9.92K	0.07%	159
2025 Q3	$967K	Sell	5,408 -114	-2%	-$19.5K	0.11%	103
2025 Q2	$883K	Buy	5,522 +771	+16%	+$112K	0.12%	104
2025 Q1	$620K	Buy	4,751 +161	+4%	+$20K	0.09%	133
2024 Q4	$487K	Sell	4,590 -859	-16%	-$90.3K	0.07%	160
2024 Q3	$514K	Buy	+5,449	New	+$411K	0.07%	190
2023 Q2	–	Sell	-3,380	Closed	-$293K	–	506
2023 Q1	$293K	Buy	+3,380	New	+$231K	0.05%	277
2021 Q4	–	Sell	-803	Closed	-$256K	–	451
2021 Q3	$256K	Buy	+803	New	+$246K	0.06%	273
2021 Q1	–	Sell	-15	Closed	-$3K	–	1653
2020 Q4	$3K	Buy	+15	New	+$2.67K	﹤0.01%	1854

Other funds holding SE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Pinnacle Wealth Planning Services's SE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Sea Limited (SE) stake by 0.15% in Q2 2026, buying an estimated $879 and bringing the position to 6,744 shares worth $646K. The position accounts for 0.06% of the portfolio, ranked #182.

Pinnacle Wealth Planning Services first reported a position in SE in Q4 2020 and has held it in 11 quarters since. The position peaked at $967K in Q3 2025. 777 funds tracked by Wall St. Rank hold SE as of Q2 2026.

Pinnacle Wealth Planning Services held 6,744 shares of Sea Limited worth $646K as of Q2 2026.
Pinnacle Wealth Planning Services bought 10 Sea Limited shares in Q2 2026, an estimated $879.
Sea Limited made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #182 holding.
Pinnacle Wealth Planning Services first reported a position in Sea Limited in Q4 2020 and has held it in 11 quarters since.
Pinnacle Wealth Planning Services's Sea Limited position peaked at $967K in Q3 2025.
777 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.