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Vise Technologies’s Sempra SRE Stock Holding History

Vise Technologies’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 		$822K Buy
8,869
+917
+12% +$85.3K 0.01% 895
2026
Q1 		$702K Hold
7,952
– – 0.01% 713
2025
Q4 		$702K Buy
7,952
+934
+13% +$85K 0.01% 718
2025
Q3 		$632K Sell
7,018
-8,139
-54% -$659K 0.02% 568
2025
Q2 		$1.15M Buy
+15,157
New +$1.13M 0.05% 402
2024
Q4 		$433K Buy
4,937
+2,161
+78% +$189K 0.04% 476
2024
Q3 		$232K Buy
+2,776
New +$222K 0.03% 531

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 $3.38T AUM 44.17% 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

Vise Technologies's SRE Position: Q2 2026 in Review

Vise Technologies increased its Sempra (SRE) stake by 12% in Q2 2026, buying an estimated $85.3K and bringing the position to 8,869 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #895.

Vise Technologies first reported a position in SRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q2 2025. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Vise Technologies held 8,869 shares of Sempra worth $822K as of Q2 2026.
  • Vise Technologies bought 917 Sempra shares in Q2 2026, an estimated $85.3K.
  • Sempra made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #895 holding.
  • Vise Technologies first reported a position in Sempra in Q3 2024 and has held it in 7 quarters since.
  • Vise Technologies's Sempra position peaked at $1.15M in Q2 2025.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.