LMR Partners’s SolarEdge SEDG Stock Holding History

LMR Partners’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
2026 Q2	$1.17M	Sell	20,000 -25,500	-56%	-$1.34M	﹤0.01%	1021
2026 Q1	$2.32M	Buy	+45,500	New	+$1.71M	0.01%	825
2025 Q4	–	Sell	-175,000	Closed	-$6.47M	–	1701
2025 Q3	$6.47M	Buy	+175,000	New	+$5.23M	0.03%	443

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

LMR Partners's SEDG Position: Q2 2026 in Review

LMR Partners reduced its SolarEdge (SEDG) stake by 96% in Q2 2026, selling an estimated $15.2M and leaving 10,809 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

LMR Partners first reported a position in SEDG in Q2 2021 and has held it in 13 quarters since. The position peaked at $28.8M in Q2 2022. 349 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

LMR Partners held 10,809 shares of SolarEdge worth $632K as of Q2 2026.
LMR Partners sold 289,758 SolarEdge shares in Q2 2026, an estimated $15.2M.
SolarEdge made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1138 holding.
LMR Partners first reported a position in SolarEdge in Q2 2021 and has held it in 13 quarters since.
LMR Partners's SolarEdge position peaked at $28.8M in Q2 2022.
349 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.