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Steward Partners Investment Advisory’s SolarEdge SEDG Stock Holding History

Steward Partners Investment Advisory’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
-1
Closed -$37 – 4450
2025
Q3 		$37 Hold
1
– – ﹤0.01% 4219
2025
Q2 		$20 Hold
1
– – ﹤0.01% 4091
2025
Q1 		$16 Hold
1
– – ﹤0.01% 3997
2024
Q4 		$14 Hold
1
– – ﹤0.01% 3957
2024
Q3 		$23 Sell
1
-1
-50% -$24 ﹤0.01% 3709
2024
Q2 		$51 Hold
2
– – ﹤0.01% 3571
2024
Q1 		$142 Sell
2
-22
-92% -$1.59K ﹤0.01% 3488
2023
Q4 		$2.25K Sell
24
-24
-50% -$2.19K ﹤0.01% 3180
2023
Q3 		$6.22K Sell
48
-58
-55% -$11.1K ﹤0.01% 2756
2023
Q2 		$28.5K Sell
106
-15
-12% -$4.3K ﹤0.01% 2108
2023
Q1 		$36.8K Sell
121
-24
-17% -$7.32K ﹤0.01% 1986
2022
Q4 		$41.1K Buy
145
+48
+49% +$12.7K ﹤0.01% 1917
2022
Q3 		$22K Buy
97
+2
+2% +$590 ﹤0.01% 2195
2022
Q2 		$26K Buy
95
+42
+79% +$11.5K ﹤0.01% 2120
2022
Q1 		$17K Buy
53
+10
+23% +$2.75K ﹤0.01% 2450
2021
Q4 		$12K Sell
43
-334
-89% -$105K ﹤0.01% 2538
2021
Q3 		$100K Sell
377
-366
-49% -$99.6K ﹤0.01% 1551
2021
Q2 		$205K Sell
743
-58
-7% -$14.6K ﹤0.01% 1531
2021
Q1 		$230K Buy
801
+450
+128% +$136K ﹤0.01% 1232
2020
Q4 		$112K Buy
351
+286
+440% +$79K ﹤0.01% 1317
2020
Q3 		$15K Buy
65
+15
+30% +$2.88K ﹤0.01% 1986
2020
Q2 		$7K Sell
50
-50
-50% -$6.11K ﹤0.01% 2179
2020
Q1 		$8K Hold
100
– – ﹤0.01% 1945
2019
Q4 		$9K Hold
100
– – ﹤0.01% 2065
2019
Q3 		$8K Hold
100
– – ﹤0.01% 2096
2019
Q2 		$6K Buy
+100
New +$5.05K ﹤0.01% 2171

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $39.1B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Steward Partners Investment Advisory's SEDG Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of SolarEdge (SEDG) in Q4 2025, closing a stake of 1 share — an estimated $37 sold.

Steward Partners Investment Advisory first reported a position in SEDG in Q2 2019 and held it in 26 quarters. The position peaked at $230K in Q1 2021. 304 funds tracked by Wall St. Rank hold SEDG as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining SolarEdge position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1 SolarEdge share in Q4 2025, an estimated $37.
  • Steward Partners Investment Advisory first reported a position in SolarEdge in Q2 2019 and held it in 26 quarters.
  • Steward Partners Investment Advisory's SolarEdge position peaked at $230K in Q1 2021.
  • 304 funds tracked by Wall St. Rank held SolarEdge as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.