Capstone Investment Advisors
SEDG icon

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 – 1900
2025
Q4 		$292K Buy
+10,113
New +$353K ﹤0.01% 1365
2024
Q2 		– Sell
-8,318
Closed -$590K – 2446
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
2023
Q2 		– Hold
0
– – – 1935
2023
Q1 		– Hold
0
– – – 1704
2022
Q4 		– Hold
0
– – – 1725
2022
Q3 		– Hold
0
– – – 1833
2022
Q2 		– Hold
0
– – – 2176
2022
Q1 		– Hold
0
– – – 2250
2021
Q4 		– Hold
0
– – – 2134

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