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True Wealth Design’s Sempra SRE Stock Holding History

True Wealth Design’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 		$17.8K Buy
192
+18
+10% +$1.67K ﹤0.01% 852
2026
Q1 		$16.9K Buy
174
+137
+370% +$12.5K ﹤0.01% 782
2025
Q4 		$3.27K Sell
37
-5
-12% -$455 ﹤0.01% 1259
2025
Q3 		$3.78K Hold
42
– – ﹤0.01% 1194
2025
Q2 		$3.18K Buy
42
+10
+31% +$742 ﹤0.01% 987
2025
Q1 		$2.29K Hold
32
– – ﹤0.01% 961
2024
Q4 		$2.81K Buy
32
+13
+68% +$1.14K ﹤0.01% 658
2024
Q3 		$1.59K Hold
19
– – ﹤0.01% 850
2024
Q2 		$1.45K Buy
19
+5
+36% +$370 ﹤0.01% 432
2024
Q1 		$1.01K Buy
14
+6
+75% +$430 ﹤0.01% 466
2023
Q4 		$598 Hold
8
– – ﹤0.01% 431
2023
Q3 		$545 Hold
8
– – ﹤0.01% 411
2023
Q2 		$583 Hold
8
– – ﹤0.01% 403
2023
Q1 		$605 Hold
8
– – ﹤0.01% 487
2022
Q4 		$618 Buy
+8
New +$619 ﹤0.01% 413

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

True Wealth Design's SRE Position: Q2 2026 in Review

True Wealth Design increased its Sempra (SRE) stake by 10% in Q2 2026, buying an estimated $1.67K and bringing the position to 192 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

True Wealth Design first reported a position in SRE in Q4 2022 and has held it in 15 quarters since. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • True Wealth Design held 192 shares of Sempra worth $17.8K as of Q2 2026.
  • True Wealth Design bought 18 Sempra shares in Q2 2026, an estimated $1.67K.
  • Sempra made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #852 holding.
  • True Wealth Design first reported a position in Sempra in Q4 2022 and has held it in 15 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.