SVB Wealth’s SolarEdge SEDG Stock Holding History

SVB Wealth’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 Q2	–	Sell	-63	Closed	-$1.02K	–	1424
2025 Q1	$1.02K	Buy	+63	New	+$980	﹤0.01%	1351

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SVB Wealth's SEDG Position: Q2 2025 in Review

SVB Wealth sold out of SolarEdge (SEDG) in Q2 2025, closing a stake of 63 shares — an estimated $1.02K sold.

SVB Wealth first reported a position in SEDG in Q1 2025 and held it in 1 quarter. The position peaked at $1.02K in Q1 2025. 263 funds tracked by Wall St. Rank hold SEDG as of Q2 2025.

SVB Wealth reported no remaining SolarEdge position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 63 SolarEdge shares in Q2 2025, an estimated $1.02K.
SVB Wealth first reported a position in SolarEdge in Q1 2025 and held it in 1 quarter.
SVB Wealth's SolarEdge position peaked at $1.02K in Q1 2025.
263 funds tracked by Wall St. Rank held SolarEdge as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.