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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
2023
Q4 		– Sell
-4,200
Closed -$544K – 382
2023
Q3 		$544K Buy
+4,200
New +$806K 0.01% 253

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MMH
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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 $2.9T AUM 29.55% 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. 325 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.
  • 325 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.