High Note Wealth’s SolarEdge SEDG Stock Holding History

High Note Wealth’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	–	Sell	-44	Closed	-$898	–	976
2025 Q2	$898	Buy	+44	New	+$728	﹤0.01%	753

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

High Note Wealth's SEDG Position: Q3 2025 in Review

High Note Wealth sold out of SolarEdge (SEDG) in Q3 2025, closing a stake of 44 shares — an estimated $898 sold.

High Note Wealth first reported a position in SEDG in Q2 2025 and held it in 1 quarter. The position peaked at $898 in Q2 2025. 315 funds tracked by Wall St. Rank hold SEDG as of Q3 2025.

High Note Wealth reported no remaining SolarEdge position as of Q3 2025 after selling out during the quarter.
High Note Wealth sold 44 SolarEdge shares in Q3 2025, an estimated $898.
High Note Wealth first reported a position in SolarEdge in Q2 2025 and held it in 1 quarter.
High Note Wealth's SolarEdge position peaked at $898 in Q2 2025.
315 funds tracked by Wall St. Rank held SolarEdge as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.