Pathstone Holdings’s SolarEdge SEDG Stock Holding History

Pathstone Holdings’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	$264K	Buy	4,510 +18	+0.4%	+$943	﹤0.01%	2119
2026 Q1	$229K	Buy	+4,492	New	+$169K	﹤0.01%	2060
2025 Q4	–	Sell	-7,822	Closed	-$289K	–	2367
2025 Q3	$289K	Buy	+7,822	New	+$234K	﹤0.01%	2043
2024 Q4	–	Sell	-25,594	Closed	-$586K	–	2388
2024 Q3	$586K	Buy	25,594 +7,902	+45%	+$192K	﹤0.01%	1649
2024 Q2	$447K	Buy	17,692 +1,850	+12%	+$96.2K	﹤0.01%	1755
2024 Q1	$1.12M	Sell	15,842 -154	-1%	-$11.1K	0.01%	1213
2023 Q4	$1.5M	Buy	+15,996	New	+$1.46M	0.01%	854

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

Pathstone Holdings's SEDG Position: Q2 2026 in Review

Pathstone Holdings increased its SolarEdge (SEDG) stake by 0.4% in Q2 2026, buying an estimated $943 and bringing the position to 4,510 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Pathstone Holdings first reported a position in SEDG in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2023. 349 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Pathstone Holdings held 4,510 shares of SolarEdge worth $264K as of Q2 2026.
Pathstone Holdings bought 18 SolarEdge shares in Q2 2026, an estimated $943.
SolarEdge made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2119 holding.
Pathstone Holdings first reported a position in SolarEdge in Q4 2023 and has held it in 7 quarters since.
Pathstone Holdings's SolarEdge position peaked at $1.5M in Q4 2023.
349 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.