AT
SEDG icon

Avalon Trust’s SolarEdge SEDG Stock Holding History

Avalon Trust’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
Q1 		$2.3K Hold
45
– – ﹤0.01% 436
2025
Q4 		$1.3K Hold
45
– – ﹤0.01% 417
2025
Q3 		$1.67K Hold
45
– – ﹤0.01% 471
2025
Q2 		$918 Hold
45
– – ﹤0.01% 390
2025
Q1 		$729 Hold
45
– – ﹤0.01% 418
2024
Q4 		$612 Buy
+45
New +$693 ﹤0.01% 421
2023
Q4 		– Sell
-42,695
Closed -$5.53M – 361
2023
Q3 		$5.53M Buy
42,695
+325
+0.8% +$62.4K 0.55% 44
2023
Q2 		$11.4M Buy
+42,370
New +$12.1M 1.03% 36

Other funds holding SEDG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return