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Roberts Wealth Advisors’s Sea Limited SE Stock Holding History

Roberts Wealth Advisors’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
Q1 		$2.98M Sell
36,012
-5,021
-12% -$538K 0.76% 41
2025
Q4 		$5.23M Buy
41,033
+16,068
+64% +$2.38M 1.37% 20
2025
Q3 		$4.46M Buy
24,965
+235
+1% +$40.3K 1.19% 28
2025
Q2 		$3.96M Buy
24,730
+924
+4% +$134K 1.14% 31
2025
Q1 		$3.11M Buy
23,806
+329
+1% +$40.8K 0.96% 34
2024
Q4 		$2.6M Buy
23,477
+161
+0.7% +$16.9K 0.79% 43
2024
Q3 		$2.22M Buy
+23,316
New +$1.76M 0.72% 46

Other funds holding SE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Roberts Wealth Advisors's SE Position: Q1 2026 in Review

Roberts Wealth Advisors reduced its Sea Limited (SE) stake by 12% in Q1 2026, selling an estimated $538K and leaving 36,012 shares worth $2.98M. The position accounts for 0.76% of the portfolio, ranked #41.

Roberts Wealth Advisors first reported a position in SE in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.23M in Q4 2025. 745 funds tracked by Wall St. Rank hold SE as of Q1 2026.

  • Roberts Wealth Advisors held 36,012 shares of Sea Limited worth $2.98M as of Q1 2026.
  • Roberts Wealth Advisors sold 5,021 Sea Limited shares in Q1 2026, an estimated $538K.
  • Sea Limited made up 0.76% of Roberts Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • Roberts Wealth Advisors first reported a position in Sea Limited in Q3 2024 and has held it in 7 quarters since.
  • Roberts Wealth Advisors's Sea Limited position peaked at $5.23M in Q4 2025.
  • 745 funds tracked by Wall St. Rank held Sea Limited as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.