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United Financial Planning Group’s Sea Limited SE Stock Holding History

United Financial Planning Group’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 		– Sell
-149
Closed -$19K – 598
2025
Q4 		$19K Buy
+149
New +$22.1K 0.01% 147

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
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

United Financial Planning Group's SE Position: Q1 2026 in Review

United Financial Planning Group sold out of Sea Limited (SE) in Q1 2026, closing a stake of 149 shares — an estimated $19K sold.

United Financial Planning Group first reported a position in SE in Q4 2025 and held it in 1 quarter. The position peaked at $19K in Q4 2025. 753 funds tracked by Wall St. Rank hold SE as of Q1 2026.

  • United Financial Planning Group reported no remaining Sea Limited position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 149 Sea Limited shares in Q1 2026, an estimated $19K.
  • United Financial Planning Group first reported a position in Sea Limited in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Sea Limited position peaked at $19K in Q4 2025.
  • 753 funds tracked by Wall St. Rank held Sea Limited as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.