Corton Capital’s SolarEdge SEDG Stock Holding History

Corton Capital’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 Q3	$267K	Sell	7,204 -11,732	-62%	-$350K	0.66%	43
2025 Q2	$386K	Buy	18,936 +3,279	+21%	+$54.2K	0.45%	36
2025 Q1	$253K	Buy	+15,657	New	+$243K	0.84%	29
2024 Q3	–	Sell	-11,586	Closed	-$293K	–	645
2024 Q2	$293K	Buy	+11,586	New	+$602K	0.15%	202
2023 Q3	–	Sell	-819	Closed	-$220K	–	525
2023 Q2	$220K	Buy	+819	New	+$235K	0.1%	299

Other funds holding SEDG

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $39.1B AUM 28.69% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Corton Capital's SEDG Position: Q3 2025 in Review

Corton Capital reduced its SolarEdge (SEDG) stake by 62% in Q3 2025, selling an estimated $350K and leaving 7,204 shares worth $267K. The position accounts for 0.66% of the portfolio, ranked #43.

Corton Capital first reported a position in SEDG in Q2 2023 and has held it in 5 quarters since. The position peaked at $386K in Q2 2025. 315 funds tracked by Wall St. Rank hold SEDG as of Q3 2025.

Corton Capital held 7,204 shares of SolarEdge worth $267K as of Q3 2025.
Corton Capital sold 11,732 SolarEdge shares in Q3 2025, an estimated $350K.
SolarEdge made up 0.66% of Corton Capital's portfolio in Q3 2025, its #43 holding.
Corton Capital first reported a position in SolarEdge in Q2 2023 and has held it in 5 quarters since.
Corton Capital's SolarEdge position peaked at $386K in Q2 2025.
315 funds tracked by Wall St. Rank held SolarEdge as of Q3 2025.

Based on Corton Capital's 13F filing for Q3 2025, filed 14 Nov 2025.