AWM
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Ameliora Wealth Management’s SolarEdge SEDG Stock Holding History

Ameliora 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
-1,100
Closed -$17.8K – 238
2025
Q1 		$17.8K Hold
1,100
– – 0.01% 193
2024
Q4 		$15K Hold
1,100
– – 0.01% 199
2024
Q3 		$25.2K Hold
1,100
– – 0.01% 122
2024
Q2 		$27.8K Hold
1,100
– – 0.01% 140
2024
Q1 		$78.1K Hold
1,100
– – 0.04% 121
2023
Q4 		$103K Hold
1,100
– – 0.05% 93
2023
Q3 		$142K Hold
1,100
– – 0.08% 88
2023
Q2 		$296K Hold
1,100
– – 0.18% 73
2023
Q1 		$334K Hold
1,100
– – 0.2% 75
2022
Q4 		$312K Hold
1,100
– – 0.17% 57
2022
Q3 		$220K Buy
+1,100
New +$324K 0.12% 66

Other funds holding SEDG

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Ameliora Wealth Management sold out of SolarEdge (SEDG) in Q2 2025, closing a stake of 1,100 shares — an estimated $17.8K sold.

Ameliora Wealth Management first reported a position in SEDG in Q3 2022 and held it in 11 quarters. The position peaked at $334K in Q1 2023. 263 funds tracked by Wall St. Rank hold SEDG as of Q2 2025.

  • Ameliora Wealth Management reported no remaining SolarEdge position as of Q2 2025 after selling out during the quarter.
  • Ameliora Wealth Management sold 1,100 SolarEdge shares in Q2 2025, an estimated $17.8K.
  • Ameliora Wealth Management first reported a position in SolarEdge in Q3 2022 and held it in 11 quarters.
  • Ameliora Wealth Management's SolarEdge position peaked at $334K in Q1 2023.
  • 263 funds tracked by Wall St. Rank held SolarEdge as of Q2 2025.

Based on Ameliora Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.