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Ballentine Partners’s SolarEdge SEDG Stock Holding History

Ballentine 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 		$551K Buy
9,424
+657
+7% +$34.4K 0.01% 537
2026
Q1 		$448K Buy
8,767
+139
+2% +$5.23K 0.01% 569
2025
Q4 		$249K Sell
8,628
-726
-8% -$25.3K ﹤0.01% 815
2025
Q3 		$346K Buy
+9,354
New +$279K ﹤0.01% 652
2025
Q2 		– Sell
-14,937
Closed -$242K – 1057
2025
Q1 		$242K Buy
+14,937
New +$232K ﹤0.01% 707

Other funds holding SEDG

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Ballentine Partners's SEDG Position: Q2 2026 in Review

Ballentine Partners increased its SolarEdge (SEDG) stake by 7.5% in Q2 2026, buying an estimated $34.4K and bringing the position to 9,424 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #537.

Ballentine Partners first reported a position in SEDG in Q1 2025 and has held it in 5 quarters since. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

  • Ballentine Partners held 9,424 shares of SolarEdge worth $551K as of Q2 2026.
  • Ballentine Partners bought 657 SolarEdge shares in Q2 2026, an estimated $34.4K.
  • SolarEdge made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #537 holding.
  • Ballentine Partners first reported a position in SolarEdge in Q1 2025 and has held it in 5 quarters since.
  • 346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.