Covenant Asset Management’s SolarEdge SEDG Stock Holding History

Covenant Asset Management’s Portfolio SEDG Stock Details SEDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Hold	–	-$204K	–	167
2025 Q2	–	Hold	–	–	–	151
2025 Q1	–	Hold	–	–	–	154
2024 Q4	–	Hold	–	–	–	164
2024 Q3	–	Hold	–	–	–	158
2023 Q3	–	Hold	–	-$4.71M	–	161
2023 Q2	–	Hold	–	–	–	23
2023 Q1	–	Hold	–	–	–	17

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 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

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) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Covenant Asset Management's SEDG Position: Q1 2026 in Review

Covenant Asset Management held its SolarEdge (SEDG) position steady in Q1 2026 at 28,000 shares worth $1.43M. The position accounts for 0.22% of the portfolio, ranked #90.

Covenant Asset Management first reported a position in SEDG in Q3 2020 and has held it in 17 quarters since. The position peaked at $5.81M in Q4 2022. 325 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

Covenant Asset Management held 28,000 shares of SolarEdge worth $1.43M as of Q1 2026.
Covenant Asset Management left its SolarEdge share count unchanged in Q1 2026.
SolarEdge made up 0.22% of Covenant Asset Management's portfolio in Q1 2026, its #90 holding.
Covenant Asset Management first reported a position in SolarEdge in Q3 2020 and has held it in 17 quarters since.
Covenant Asset Management's SolarEdge position peaked at $5.81M in Q4 2022.
325 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on Covenant Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.