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
2024
Q2 		– Sell
-1,100
Closed -$78.1K – 2425
2024
Q1 		$78.1K Sell
1,100
-18,600
-94% -$1.34M ﹤0.01% 2170
2023
Q4 		$1.84M Buy
19,700
+17,200
+688% +$1.57M 0.01% 831
2023
Q3 		$324K Sell
2,500
-200
-7% -$38.4K ﹤0.01% 1547
2023
Q2 		$726K Buy
2,700
+100
+4% +$28.7K ﹤0.01% 995
2023
Q1 		$790K Buy
2,600
+500
+24% +$152K ﹤0.01% 862
2022
Q4 		$595K Hold
2,100
– – ﹤0.01% 1076
2022
Q3 		$486K Buy
2,100
+200
+11% +$59K ﹤0.01% 1286
2022
Q2 		$520K Sell
1,900
-4,000
-68% -$1.09M ﹤0.01% 1223
2022
Q1 		$1.9M Buy
5,900
+4,300
+269% +$1.18M 0.01% 1077
2021
Q4 		$449K Buy
+1,600
New +$505K ﹤0.01% 1485

Other funds holding SEDG

BlackRock
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
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)
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 $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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. 326 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.
  • 326 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.