Ameritas Advisory Services’s SolarEdge SEDG Stock Holding History

Ameritas Advisory Services’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 Q3	–	Sell	-28	Closed	-$571	–	2790
2025 Q2	$571	Buy	+28	New	+$463	﹤0.01%	2688
2023 Q3	–	Sell	-1,168	Closed	-$302K	–	825
2023 Q2	$302K	Sell	1,168 -48	-4%	-$13.8K	0.04%	404
2023 Q1	$370K	Sell	1,216 -17	-1%	-$5.18K	0.02%	574
2022 Q4	$349K	Buy	1,233 +7	+0.6%	+$1.86K	0.02%	662
2022 Q3	$284K	Buy	1,226 +3	+0.2%	+$885	0.02%	603
2022 Q2	$335K	Buy	1,223 +106	+9%	+$29K	0.02%	575
2022 Q1	$360K	Buy	1,117 +12	+1%	+$3.3K	0.01%	599
2021 Q4	$310K	Buy	+1,105	New	+$349K	0.01%	636

Other funds holding SEDG

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

MMH

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

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

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

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

Ameritas Advisory Services's SEDG Position: Q3 2025 in Review

Ameritas Advisory Services sold out of SolarEdge (SEDG) in Q3 2025, closing a stake of 28 shares — an estimated $571 sold.

Ameritas Advisory Services first reported a position in SEDG in Q4 2021 and held it in 8 quarters. The position peaked at $370K in Q1 2023. 315 funds tracked by Wall St. Rank hold SEDG as of Q3 2025.

Ameritas Advisory Services reported no remaining SolarEdge position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 28 SolarEdge shares in Q3 2025, an estimated $571.
Ameritas Advisory Services first reported a position in SolarEdge in Q4 2021 and held it in 8 quarters.
Ameritas Advisory Services's SolarEdge position peaked at $370K in Q1 2023.
315 funds tracked by Wall St. Rank held SolarEdge as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.