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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
Q2 		$6.12M Buy
63,887
+27,875
+77% +$2.45M 1.39% 20
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 $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Roberts Wealth Advisors's SE Position: Q2 2026 in Review

Roberts Wealth Advisors increased its Sea Limited (SE) stake by 77% in Q2 2026, buying an estimated $2.45M and bringing the position to 63,887 shares worth $6.12M. The position accounts for 1.39% of the portfolio, ranked #20.

Roberts Wealth Advisors first reported a position in SE in Q3 2024 and has held it in 8 quarters since. 777 funds tracked by Wall St. Rank hold SE as of Q2 2026.

  • Roberts Wealth Advisors held 63,887 shares of Sea Limited worth $6.12M as of Q2 2026.
  • Roberts Wealth Advisors bought 27,875 Sea Limited shares in Q2 2026, an estimated $2.45M.
  • Sea Limited made up 1.39% of Roberts Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Roberts Wealth Advisors first reported a position in Sea Limited in Q3 2024 and has held it in 8 quarters since.
  • 777 funds tracked by Wall St. Rank held Sea Limited as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.