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Spire Wealth Management’s SolarEdge SEDG Stock Holding History

Spire Wealth Management’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
-85
Closed -$3.15K – 2458
2025
Q3 		$3.15K Sell
85
-3,100
-97% -$92.6K ﹤0.01% 2064
2025
Q2 		$65K Buy
3,185
+2,790
+706% +$46.2K ﹤0.01% 1118
2025
Q1 		$6.39K Sell
395
-900
-69% -$14K ﹤0.01% 1991
2024
Q4 		$17.6K Buy
1,295
+1,200
+1,263% +$18.5K ﹤0.01% 1660
2024
Q3 		$2.18K Sell
95
-3
-3% -$73 ﹤0.01% 1992
2024
Q2 		$2.48K Buy
98
+3
+3% +$156 ﹤0.01% 1970
2024
Q1 		$6.77K Sell
95
-5
-5% -$361 ﹤0.01% 1847
2023
Q4 		$6.93K Sell
100
-4
-4% -$364 ﹤0.01% 1860
2023
Q3 		$13.5K Sell
104
-163
-61% -$31.3K ﹤0.01% 1641
2023
Q2 		$71.9K Buy
267
+11
+4% +$3.15K ﹤0.01% 1071
2023
Q1 		$77.9K Buy
256
+241
+1,607% +$73.5K ﹤0.01% 1041
2022
Q4 		$4K Hold
15
– – ﹤0.01% 1918
2022
Q3 		$4K Sell
15
-129
-90% -$38.1K ﹤0.01% 1816
2022
Q2 		$40K Buy
144
+20
+16% +$5.47K ﹤0.01% 1383
2022
Q1 		$40K Hold
124
– – ﹤0.01% 1535
2021
Q4 		$35K Hold
124
– – ﹤0.01% 1890
2021
Q3 		$33K Sell
124
-400
-76% -$109K ﹤0.01% 1650
2021
Q2 		$145K Sell
524
-477
-48% -$120K ﹤0.01% 1061
2021
Q1 		$287K Buy
+1,001
New +$302K 0.01% 890

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
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
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Spire Wealth Management's SEDG Position: Q4 2025 in Review

Spire Wealth Management sold out of SolarEdge (SEDG) in Q4 2025, closing a stake of 85 shares — an estimated $3.15K sold.

Spire Wealth Management first reported a position in SEDG in Q1 2021 and held it in 19 quarters. The position peaked at $287K in Q1 2021. 305 funds tracked by Wall St. Rank hold SEDG as of Q4 2025.

  • Spire Wealth Management reported no remaining SolarEdge position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 85 SolarEdge shares in Q4 2025, an estimated $3.15K.
  • Spire Wealth Management first reported a position in SolarEdge in Q1 2021 and held it in 19 quarters.
  • Spire Wealth Management's SolarEdge position peaked at $287K in Q1 2021.
  • 305 funds tracked by Wall St. Rank held SolarEdge as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.