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Phoenix Financial’s SolarEdge SEDG Stock Holding History

Phoenix Financial’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
Q1 		$301K Sell
5,919
-2,509
-30% -$94.4K ﹤0.01% 385
2025
Q4 		$242K Buy
8,428
+1,120
+15% +$39.1K ﹤0.01% 414
2025
Q3 		$270K Sell
7,308
-3,318
-31% -$99.1K ﹤0.01% 398
2025
Q2 		$216K Buy
+10,626
New +$176K ﹤0.01% 393
2024
Q3 		– Sell
-167,611
Closed -$4.23M – 403
2024
Q2 		$4.23M Sell
167,611
-242,776
-59% -$12.6M 0.06% 152
2024
Q1 		$32M Sell
410,387
-119,589
-23% -$8.63M 0.44% 49
2023
Q4 		$39.5M Buy
529,976
+527,152
+18,667% +$48M 0.65% 40
2023
Q3 		$365K Buy
+2,824
New +$542K 0.01% 268
2023
Q1 		– Sell
-115,702
Closed -$32.8M – 333
2022
Q4 		$32.8M Sell
115,702
-128,339
-53% -$34.1M 0.63% 45
2022
Q3 		$57.5M Sell
244,041
-86,589
-26% -$25.5M 1.27% 25
2022
Q2 		$90.3M Buy
330,630
+59,564
+22% +$16.3M 1.85% 11
2022
Q1 		$87.4M Buy
271,066
+54,109
+25% +$14.9M 1.47% 15
2021
Q4 		$60.9M Buy
216,957
+90,352
+71% +$28.5M 1% 32
2021
Q3 		$33.5M Sell
126,605
-63,556
-33% -$17.3M 0.58% 58
2021
Q2 		$52.7M Sell
190,161
-1,520
-0.8% -$383K 1% 30
2021
Q1 		$54.8M Sell
191,681
-31,979
-14% -$9.64M 1.24% 15
2020
Q4 		$71.2M Sell
223,660
-68,214
-23% -$18.9M 1.91% 4
2020
Q3 		$64.9M Sell
291,874
-114,248
-28% -$22M 2.72% 3
2020
Q2 		$53.3M Sell
406,122
-154,719
-28% -$18.9M 2.26% 3
2020
Q1 		$44.8M Sell
560,841
-95,838
-15% -$10.1M 2.27% 3
2019
Q4 		$62M Buy
656,679
+3,077
+0.5% +$263K 2.59% 3
2019
Q3 		$52.2M Buy
+653,602
New +$48.7M 2.47% 3

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial's SEDG Position: Q1 2026 in Review

Phoenix Financial reduced its SolarEdge (SEDG) stake by 30% in Q1 2026, selling an estimated $94.4K and leaving 5,919 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Phoenix Financial first reported a position in SEDG in Q3 2019 and has held it in 22 quarters since. The position peaked at $90.3M in Q2 2022. 326 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

  • Phoenix Financial held 5,919 shares of SolarEdge worth $301K as of Q1 2026.
  • Phoenix Financial sold 2,509 SolarEdge shares in Q1 2026, an estimated $94.4K.
  • SolarEdge made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #385 holding.
  • Phoenix Financial first reported a position in SolarEdge in Q3 2019 and has held it in 22 quarters since.
  • Phoenix Financial's SolarEdge position peaked at $90.3M in Q2 2022.
  • 326 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.