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Anderson Financial Strategies’s SolarEdge SEDG Stock Holding History

Anderson Financial Strategies’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
-786
Closed -$12.7K – 172
2025
Q1 		$12.7K Buy
+786
New +$12.2K 0.01% 150

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Royal Bank of Canada
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Vanguard Group
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D.E. Shaw & Co
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State Street
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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

Anderson Financial Strategies's SEDG Position: Q2 2025 in Review

Anderson Financial Strategies sold out of SolarEdge (SEDG) in Q2 2025, closing a stake of 786 shares — an estimated $12.7K sold.

Anderson Financial Strategies first reported a position in SEDG in Q1 2025 and held it in 1 quarter. The position peaked at $12.7K in Q1 2025. 263 funds tracked by Wall St. Rank hold SEDG as of Q2 2025.

  • Anderson Financial Strategies reported no remaining SolarEdge position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 786 SolarEdge shares in Q2 2025, an estimated $12.7K.
  • Anderson Financial Strategies first reported a position in SolarEdge in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's SolarEdge position peaked at $12.7K in Q1 2025.
  • 263 funds tracked by Wall St. Rank held SolarEdge as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.