Activest Wealth Management’s SolarEdge SEDG Stock Holding History

Activest Wealth Management’s Portfolio SEDG Stock Details SEDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-28	Closed	-$463	–	1172
2025 Q1	$453	Buy	28 +27	+2,700%	+$420	﹤0.01%	859
2024 Q4	$14	Buy	+1	New	+$15	﹤0.01%	867
2023 Q1	–	Sell	-930	Closed	-$263K	–	515
2022 Q4	$263K	Hold	930	–	–	0.08%	73
2022 Q3	$215K	Buy	+930	New	+$274K	0.07%	77

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Activest Wealth Management's SEDG Position: Q2 2025 in Review

Activest Wealth Management sold out of SolarEdge (SEDG) in Q2 2025, closing a stake of 28 shares — an estimated $463 sold.

Activest Wealth Management first reported a position in SEDG in Q3 2022 and held it in 4 quarters. The position peaked at $263K in Q4 2022. 263 funds tracked by Wall St. Rank hold SEDG as of Q2 2025.

Activest Wealth Management reported no remaining SolarEdge position as of Q2 2025 after selling out during the quarter.
Activest Wealth Management sold 28 SolarEdge shares in Q2 2025, an estimated $463.
Activest Wealth Management first reported a position in SolarEdge in Q3 2022 and held it in 4 quarters.
Activest Wealth Management's SolarEdge position peaked at $263K in Q4 2022.
263 funds tracked by Wall St. Rank held SolarEdge as of Q2 2025.

Based on Activest Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.