Prospera Financial Services’s SolarEdge SEDG Stock Holding History

Prospera Financial Services’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 Q4	–	Sell	-20,336	Closed	-$752K	–	1432
2025 Q3	$752K	Buy	+20,336	New	+$607K	0.01%	787
2022 Q3	–	Sell	-2,826	Closed	-$773K	–	1459
2022 Q2	$773K	Sell	2,826 -1,224	-30%	-$335K	0.04%	428
2022 Q1	$1.31M	Sell	4,050 -8,170	-67%	-$2.24M	0.05%	361
2021 Q4	$3.43M	Buy	12,220 +1,717	+16%	+$542K	0.15%	163
2021 Q3	$2.79M	Buy	10,503 +27	+0.3%	+$7.35K	0.14%	184
2021 Q2	$2.9M	Buy	10,476 +2,058	+24%	+$518K	0.15%	180
2021 Q1	$2.42M	Buy	8,418 +586	+7%	+$177K	0.14%	175
2020 Q4	$2.5M	Buy	7,832 +7,762	+11,089%	+$2.15M	0.17%	146
2020 Q3	$17K	Buy	+70	New	+$13.5K	0.01%	950

Other funds holding SEDG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $44.4B AUM 36.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MMH

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

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

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Prospera Financial Services's SEDG Position: Q4 2025 in Review

Prospera Financial Services sold out of SolarEdge (SEDG) in Q4 2025, closing a stake of 20,336 shares — an estimated $752K sold.

Prospera Financial Services first reported a position in SEDG in Q3 2020 and held it in 9 quarters. The position peaked at $3.43M in Q4 2021. 305 funds tracked by Wall St. Rank hold SEDG as of Q4 2025.

Prospera Financial Services reported no remaining SolarEdge position as of Q4 2025 after selling out during the quarter.
Prospera Financial Services sold 20,336 SolarEdge shares in Q4 2025, an estimated $752K.
Prospera Financial Services first reported a position in SolarEdge in Q3 2020 and held it in 9 quarters.
Prospera Financial Services's SolarEdge position peaked at $3.43M in Q4 2021.
305 funds tracked by Wall St. Rank held SolarEdge as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.