Cresset Asset Management’s SolarEdge SEDG Stock Holding History

Cresset Asset 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	-13,001	Closed	-$210K	–	1732
2025 Q1	$210K	Sell	13,001 -5,573	-30%	-$86.7K	﹤0.01%	1503
2024 Q4	$253K	Sell	18,574 -4,419	-19%	-$68K	﹤0.01%	1437
2024 Q3	$527K	Buy	22,993 +10,506	+84%	+$255K	﹤0.01%	1488
2024 Q2	$315K	Buy	12,487 +8,688	+229%	+$452K	﹤0.01%	1687
2024 Q1	$270K	Sell	3,799 -2,160	-36%	-$156K	﹤0.01%	1635
2023 Q4	$558K	Buy	5,959 +1,992	+50%	+$181K	﹤0.01%	1177
2023 Q3	$514K	Sell	3,967 -223	-5%	-$42.8K	﹤0.01%	1170
2023 Q2	$1.13M	Buy	+4,190	New	+$1.2M	﹤0.01%	886
2022 Q1	–	Sell	-4,087	Closed	-$1.15M	–	1122
2021 Q4	$1.15M	Buy	4,087 +882	+28%	+$278K	0.01%	415
2021 Q3	$850K	Buy	3,205 +821	+34%	+$223K	0.01%	447
2021 Q2	$659K	Buy	2,384 +1,135	+91%	+$286K	0.01%	473
2021 Q1	$359K	Buy	1,249 +581	+87%	+$175K	0.01%	594
2020 Q4	$213K	Buy	+668	New	+$185K	﹤0.01%	696
2019 Q2	–	Sell	-70	Closed	-$3K	–	1468
2019 Q1	$3K	Hold	70	–	–	﹤0.01%	1548
2018 Q4	$2K	Buy	+70	New	+$2.68K	﹤0.01%	1362

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

Cresset Asset Management's SEDG Position: Q2 2025 in Review

Cresset Asset Management sold out of SolarEdge (SEDG) in Q2 2025, closing a stake of 13,001 shares — an estimated $210K sold.

Cresset Asset Management first reported a position in SEDG in Q4 2018 and held it in 15 quarters. The position peaked at $1.15M in Q4 2021. 263 funds tracked by Wall St. Rank hold SEDG as of Q2 2025.

Cresset Asset Management reported no remaining SolarEdge position as of Q2 2025 after selling out during the quarter.
Cresset Asset Management sold 13,001 SolarEdge shares in Q2 2025, an estimated $210K.
Cresset Asset Management first reported a position in SolarEdge in Q4 2018 and held it in 15 quarters.
Cresset Asset Management's SolarEdge position peaked at $1.15M in Q4 2021.
263 funds tracked by Wall St. Rank held SolarEdge as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.