Roberts Wealth Advisors
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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
Q3 		$6.33M Buy
64,976
+1,089
+2% +$119K 1.42% 18
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

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Roberts Wealth Advisors's SE Position: Q3 2026 in Review

Roberts Wealth Advisors increased its Sea Limited (SE) stake by 1.7% in Q3 2026, buying an estimated $119K and bringing the position to 64,976 shares worth $6.33M. The position accounts for 1.42% of the portfolio, ranked #18.

Roberts Wealth Advisors first reported a position in SE in Q3 2024 and has held it in 9 quarters since. 343 funds tracked by Wall St. Rank hold SE as of Q3 2026.

  • Roberts Wealth Advisors held 64,976 shares of Sea Limited worth $6.33M as of Q3 2026.
  • Roberts Wealth Advisors bought 1,089 Sea Limited shares in Q3 2026, an estimated $119K.
  • Sea Limited made up 1.42% of Roberts Wealth Advisors's portfolio in Q3 2026, its #18 holding.
  • Roberts Wealth Advisors first reported a position in Sea Limited in Q3 2024 and has held it in 9 quarters since.
  • 343 funds tracked by Wall St. Rank held Sea Limited as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.