Artisan Partners’s SolarEdge SEDG Stock Holding History

Artisan Partners’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
2026 Q2	$62.7M	Sell	1,073,197 -565,293	-35%	-$29.6M	0.1%	158
2026 Q1	$83.6M	Buy	1,638,490 +328,911	+25%	+$12.4M	0.13%	145
2025 Q4	$37.8M	Buy	1,309,579 +155,624	+13%	+$5.43M	0.06%	247
2025 Q3	$42.7M	Buy	1,153,955 +414,254	+56%	+$12.4M	0.06%	235
2025 Q2	$15.1M	Sell	739,701 -38,776	-5%	-$641K	0.02%	301
2025 Q1	$12.6M	Buy	+778,477	New	+$12.1M	0.02%	300
2020 Q4	–	Sell	-134,598	Closed	-$32.1M	–	361
2020 Q3	$32.1M	Buy	134,598 +2,118	+2%	+$407K	0.05%	257
2020 Q2	$18.4M	Sell	132,480 -70,073	-35%	-$8.57M	0.03%	270
2020 Q1	$16.6M	Sell	202,553 -73,380	-27%	-$7.76M	0.04%	241
2019 Q4	$26.2M	Sell	275,933 -91,049	-25%	-$7.79M	0.05%	235
2019 Q3	$30.7M	Buy	366,982 +4,236	+1%	+$316K	0.06%	207
2019 Q2	$22.7M	Buy	362,746 +164,735	+83%	+$8.31M	0.04%	233
2019 Q1	$7.46M	Buy	198,011 +75,362	+61%	+$3.01M	0.01%	250
2018 Q4	$4.3M	Buy	+122,649	New	+$4.7M	0.01%	251

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Artisan Partners's SEDG Position: Q2 2026 in Review

Artisan Partners reduced its SolarEdge (SEDG) stake by 35% in Q2 2026, selling an estimated $29.6M and leaving 1,073,197 shares worth $62.7M. The position accounts for 0.1% of the portfolio, ranked #158.

Artisan Partners first reported a position in SEDG in Q4 2018 and has held it in 14 quarters since. The position peaked at $83.6M in Q1 2026. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Artisan Partners held 1,073,197 shares of SolarEdge worth $62.7M as of Q2 2026.
Artisan Partners sold 565,293 SolarEdge shares in Q2 2026, an estimated $29.6M.
SolarEdge made up 0.1% of Artisan Partners's portfolio in Q2 2026, its #158 holding.
Artisan Partners first reported a position in SolarEdge in Q4 2018 and has held it in 14 quarters since.
Artisan Partners's SolarEdge position peaked at $83.6M in Q1 2026.
346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Artisan Partners's 13F filing for Q2 2026, filed 13 Aug 2026.