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	$94	Hold	300	–	–	﹤0.01%	3482
2022 Q2	$86	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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's SEDG Position: Q1 2026 in Review

Bank of Montreal increased its SolarEdge (SEDG) stake by 293% in Q1 2026, buying an estimated $3.12M and bringing the position to 111,270 shares worth $5.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Bank of Montreal first reported a position in SEDG in Q2 2016 and has held it in 36 quarters since. The position peaked at $33.9M in Q1 2022. 326 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

Bank of Montreal held 111,270 shares of SolarEdge worth $5.68M as of Q1 2026.
Bank of Montreal bought 82,967 SolarEdge shares in Q1 2026, an estimated $3.12M.
SolarEdge made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1280 holding.
Bank of Montreal first reported a position in SolarEdge in Q2 2016 and has held it in 36 quarters since.
Bank of Montreal's SolarEdge position peaked at $33.9M in Q1 2022.
326 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.