Clearstead Trust’s SolarEdge SEDG Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-28	Closed	-$1.04K	–	1448
2025 Q3	$1.04K	Hold	28	–	–	﹤0.01%	1207
2025 Q2	$572	Buy	+28	New	+$463	﹤0.01%	1305
2021 Q3	–	Sell	-58	Closed	-$16K	–	199
2021 Q2	$16K	Buy	+58	New	+$14.6K	0.01%	138
2021 Q1	–	Sell	-58	Closed	-$19K	–	154
2020 Q4	$19K	Buy	+58	New	+$16K	0.01%	139
2020 Q1	–	Sell	-62	Closed	-$6K	–	185
2019 Q4	$6K	Hold	62	–	–	﹤0.01%	163
2019 Q3	$5K	Buy	+62	New	+$4.62K	﹤0.01%	174
2018 Q3	–	Sell	-315	Closed	-$15K	–	210
2018 Q2	$15K	Buy	+315	New	+$17.4K	0.01%	171

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Clearstead Trust's SEDG Position: Q4 2025 in Review

Clearstead Trust sold out of SolarEdge (SEDG) in Q4 2025, closing a stake of 28 shares — an estimated $1.04K sold.

Clearstead Trust first reported a position in SEDG in Q2 2018 and held it in 7 quarters. The position peaked at $19K in Q4 2020. 305 funds tracked by Wall St. Rank hold SEDG as of Q4 2025.

Clearstead Trust reported no remaining SolarEdge position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 28 SolarEdge shares in Q4 2025, an estimated $1.04K.
Clearstead Trust first reported a position in SolarEdge in Q2 2018 and held it in 7 quarters.
Clearstead Trust's SolarEdge position peaked at $19K in Q4 2020.
305 funds tracked by Wall St. Rank held SolarEdge as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.