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Robertson Stephens Wealth Management’s Sempra SRE Stock Holding History

Robertson Stephens Wealth Management’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 		– Sell
-2,065
Closed -$202K – 667
2026
Q1 		$202K Buy
+2,065
New +$189K 0.01% 586
2025
Q1 		– Sell
-2,854
Closed -$252K – 588
2024
Q4 		$252K Buy
2,854
+29
+1% +$2.54K 0.01% 500
2024
Q3 		$238K Sell
2,825
-937
-25% -$74.9K 0.01% 566
2024
Q2 		$288K Sell
3,762
-342
-8% -$25.3K 0.01% 421
2024
Q1 		$297K Sell
4,104
-611
-13% -$43.8K 0.02% 423
2023
Q4 		$355K Buy
4,715
+537
+13% +$38.4K 0.02% 355
2023
Q3 		$287K Buy
4,178
+1,186
+40% +$85.5K 0.02% 386
2023
Q2 		$218K Sell
2,992
-104
-3% -$7.81K 0.02% 402
2023
Q1 		$236K Buy
+3,096
New +$238K 0.02% 401
2022
Q3 		– Sell
-3,864
Closed -$290K – 391
2022
Q2 		$290K Hold
3,864
– – 0.03% 296
2022
Q1 		$327K Buy
3,864
+130
+3% +$9.34K 0.03% 300
2021
Q4 		$249K Hold
3,734
– – 0.02% 347
2021
Q3 		$238K Hold
3,734
– – 0.03% 284
2021
Q2 		$247K Sell
3,734
-32
-0.8% -$2.19K 0.03% 291
2021
Q1 		$251K Buy
+3,766
New +$234K 0.04% 254

Other funds holding SRE

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

Robertson Stephens Wealth Management's SRE Position: Q2 2026 in Review

Robertson Stephens Wealth Management sold out of Sempra (SRE) in Q2 2026, closing a stake of 2,065 shares — an estimated $202K sold.

Robertson Stephens Wealth Management first reported a position in SRE in Q1 2021 and held it in 15 quarters. The position peaked at $355K in Q4 2023. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Robertson Stephens Wealth Management reported no remaining Sempra position as of Q2 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,065 Sempra shares in Q2 2026, an estimated $202K.
  • Robertson Stephens Wealth Management first reported a position in Sempra in Q1 2021 and held it in 15 quarters.
  • Robertson Stephens Wealth Management's Sempra position peaked at $355K in Q4 2023.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.