Coldstream Capital Management’s SolarEdge SEDG Stock Holding History

Coldstream Capital Management’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 Q2	–	Sell	-3,019	Closed	-$48.8K	–	2950
2025 Q1	$48.8K	Buy	+3,019	New	+$47K	﹤0.01%	1718
2024 Q1	–	Sell	-2,376	Closed	-$222K	–	1029
2023 Q4	$222K	Buy	+2,376	New	+$216K	0.01%	839
2023 Q3	–	Sell	-1,247	Closed	-$336K	–	846
2023 Q2	$336K	Sell	1,247 -111	-8%	-$31.8K	0.01%	586
2023 Q1	$413K	Sell	1,358 -100	-7%	-$30.5K	0.01%	508
2022 Q4	$413K	Buy	+1,458	New	+$387K	0.02%	494
2022 Q2	$405K	Buy	1,482 +178	+14%	+$48.7K	0.02%	462
2022 Q1	$420K	Buy	1,304 +159	+14%	+$43.7K	0.01%	448
2021 Q4	$321K	Buy	+1,145	New	+$362K	0.01%	589

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 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

Coldstream Capital Management's SEDG Position: Q2 2025 in Review

Coldstream Capital Management sold out of SolarEdge (SEDG) in Q2 2025, closing a stake of 3,019 shares — an estimated $48.8K sold.

Coldstream Capital Management first reported a position in SEDG in Q4 2021 and held it in 8 quarters. The position peaked at $420K in Q1 2022. 263 funds tracked by Wall St. Rank hold SEDG as of Q2 2025.

Coldstream Capital Management reported no remaining SolarEdge position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 3,019 SolarEdge shares in Q2 2025, an estimated $48.8K.
Coldstream Capital Management first reported a position in SolarEdge in Q4 2021 and held it in 8 quarters.
Coldstream Capital Management's SolarEdge position peaked at $420K in Q1 2022.
263 funds tracked by Wall St. Rank held SolarEdge as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.