CFS
SEDG icon

Compass Financial Services’s SolarEdge SEDG Stock Holding History

Compass Financial Services’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
-60
Closed -$971 – 322
2025
Q1 		$971 Hold
60
– – ﹤0.01% 274
2024
Q4 		$816 Buy
+60
New +$923 ﹤0.01% 192

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Compass Financial Services's SEDG Position: Q2 2025 in Review

Compass Financial Services sold out of SolarEdge (SEDG) in Q2 2025, closing a stake of 60 shares — an estimated $971 sold.

Compass Financial Services first reported a position in SEDG in Q4 2024 and held it in 2 quarters. The position peaked at $971 in Q1 2025. 263 funds tracked by Wall St. Rank hold SEDG as of Q2 2025.

  • Compass Financial Services reported no remaining SolarEdge position as of Q2 2025 after selling out during the quarter.
  • Compass Financial Services sold 60 SolarEdge shares in Q2 2025, an estimated $971.
  • Compass Financial Services first reported a position in SolarEdge in Q4 2024 and held it in 2 quarters.
  • Compass Financial Services's SolarEdge position peaked at $971 in Q1 2025.
  • 263 funds tracked by Wall St. Rank held SolarEdge as of Q2 2025.

Based on Compass Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.