Capstone Investment Advisors
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Capstone Investment Advisors’s SolarEdge SEDG Stock Holding History

Capstone Investment Advisors’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 		– Sell
-10,113
Closed -$292K – 1821
2025
Q4 		$292K Buy
+10,113
New +$353K ﹤0.01% 1365
2024
Q2 		– Sell
-8,318
Closed -$590K – 2426
2024
Q1 		$590K Buy
8,318
+6,910
+491% +$499K ﹤0.01% 1465
2023
Q4 		$132K Sell
1,408
-663
-32% -$60.4K ﹤0.01% 1896
2023
Q3 		$268K Buy
+2,071
New +$397K ﹤0.01% 1666

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Vanguard Portfolio Management
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Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Two Sigma Investments
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State Street
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Artisan Partners
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capstone Investment Advisors's SEDG Position: Q1 2026 in Review

Capstone Investment Advisors sold out of SolarEdge (SEDG) in Q1 2026, closing a stake of 10,113 shares — an estimated $292K sold.

Capstone Investment Advisors first reported a position in SEDG in Q3 2023 and held it in 4 quarters. The position peaked at $590K in Q1 2024. 327 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

  • Capstone Investment Advisors reported no remaining SolarEdge position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,113 SolarEdge shares in Q1 2026, an estimated $292K.
  • Capstone Investment Advisors first reported a position in SolarEdge in Q3 2023 and held it in 4 quarters.
  • Capstone Investment Advisors's SolarEdge position peaked at $590K in Q1 2024.
  • 327 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.