NewSquare Capital’s SolarEdge SEDG Stock Holding History

NewSquare 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	–	Sell	-34	Closed	-$694	–	1050
2025 Q2	$694	Buy	+34	New	+$562	﹤0.01%	1098
2025 Q1	–	Sell	-1,222	Closed	-$16.6K	–	1225
2024 Q4	$16.6K	Buy	+1,222	New	+$18.8K	﹤0.01%	237
2023 Q4	–	Sell	-500	Closed	-$64.8K	–	609
2023 Q3	$64.8K	Buy	500 +488	+4,067%	+$93.6K	0.01%	188
2023 Q2	$3.23K	Hold	12	–	–	﹤0.01%	473
2023 Q1	$3.65K	Buy	12 +2	+20%	+$610	﹤0.01%	492
2022 Q4	$2.83K	Buy	+10	New	+$2.65K	﹤0.01%	440
2018 Q3	–	Sell	-2,995	Closed	-$161K	–	332
2018 Q2	$161K	Buy	+2,995	New	+$166K	0.03%	130

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

NewSquare Capital's SEDG Position: Q3 2025 in Review

NewSquare Capital sold out of SolarEdge (SEDG) in Q3 2025, closing a stake of 34 shares — an estimated $694 sold.

NewSquare Capital first reported a position in SEDG in Q2 2018 and held it in 7 quarters. The position peaked at $161K in Q2 2018. 315 funds tracked by Wall St. Rank hold SEDG as of Q3 2025.

NewSquare Capital reported no remaining SolarEdge position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 34 SolarEdge shares in Q3 2025, an estimated $694.
NewSquare Capital first reported a position in SolarEdge in Q2 2018 and held it in 7 quarters.
NewSquare Capital's SolarEdge position peaked at $161K in Q2 2018.
315 funds tracked by Wall St. Rank held SolarEdge as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.