Bank of Montreal’s SolarEdge SEDG Stock Holding History

Bank of Montreal’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 Q1	–	Sell	-400	Closed	-$5.44K	–	3712
2024 Q4	$5.44K	Hold	400	–	–	﹤0.01%	3391
2024 Q3	$9.25K	Buy	+400	New	+$9.73K	﹤0.01%	3668
2023 Q1	–	Sell	-300	Closed	-$85K	–	4132
2022 Q4	$85K	Hold	300	–	–	﹤0.01%	3411
2022 Q3	$94K	Hold	300	–	–	﹤0.01%	3482
2022 Q2	$86K	Hold	300	–	–	﹤0.01%	3490
2022 Q1	$94K	Buy	+300	New	+$82.4K	﹤0.01%	3664
2020 Q2	–	Sell	-119,000	Closed	-$9.16M	–	4809
2020 Q1	$9.16M	Buy	+119,000	New	+$12.6M	0.01%	732
2019 Q1	–	Sell	-128,600	Closed	-$4.51M	–	4689
2018 Q4	$4.51M	Buy	+128,600	New	+$4.92M	﹤0.01%	1127
2016 Q4	–	Sell	-11,500	Closed	-$198K	–	4174
2016 Q3	$198K	Sell	11,500 -23,400	-67%	-$413K	﹤0.01%	2463
2016 Q2	$684K	Buy	+34,900	New	+$786K	﹤0.01%	1995

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 $3.38T AUM 44.17% 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

Bank of Montreal's SEDG Position: Q2 2026 in Review

Bank of Montreal reduced its SolarEdge (SEDG) stake by 13% in Q2 2026, selling an estimated $738K and leaving 97,190 shares worth $5.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Bank of Montreal first reported a position in SEDG in Q2 2016 and has held it in 37 quarters since. The position peaked at $33.9M in Q1 2022. 348 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Bank of Montreal held 97,190 shares of SolarEdge worth $5.68M as of Q2 2026.
Bank of Montreal sold 14,080 SolarEdge shares in Q2 2026, an estimated $738K.
SolarEdge made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1335 holding.
Bank of Montreal first reported a position in SolarEdge in Q2 2016 and has held it in 37 quarters since.
Bank of Montreal's SolarEdge position peaked at $33.9M in Q1 2022.
348 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.