UBS Group’s SolarEdge SEDG Stock Holding History

UBS Group’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
2026 Q1	$4.96M	Buy	+97,200	New	+$3.66M	﹤0.01%	4089
2024 Q1	–	Sell	-61,500	Closed	-$5.76M	–	9936
2023 Q4	$5.76M	Hold	61,500	–	–	﹤0.01%	2645
2023 Q3	$7.96M	Sell	61,500 -8,700	-12%	-$1.67M	﹤0.01%	2164
2023 Q2	$18.9M	Sell	70,200 -10,400	-13%	-$2.98M	0.01%	1494
2023 Q1	$24.5M	Sell	80,600 -4,000	-5%	-$1.22M	0.01%	1227
2022 Q4	$24M	Hold	84,600	–	–	0.01%	1281
2022 Q3	$19.6M	Buy	84,600 +54,700	+183%	+$16.1M	0.01%	1289
2022 Q2	$8.18M	Sell	29,900 -8,400	-22%	-$2.3M	﹤0.01%	1964
2022 Q1	$12.3M	Buy	38,300 +5,900	+18%	+$1.62M	﹤0.01%	1779
2021 Q4	$9.09M	Hold	32,400	–	–	﹤0.01%	2229
2021 Q3	$8.59M	Buy	+32,400	New	+$8.82M	﹤0.01%	2162
2018 Q3	–	Sell	-900	Closed	-$43K	–	8229
2018 Q2	$43K	Buy	+900	New	+$49.8K	﹤0.01%	6107

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group's SEDG Position: Q1 2026 in Review

UBS Group reduced its SolarEdge (SEDG) stake by 38% in Q1 2026, selling an estimated $60.2M and leaving 2,609,137 shares worth $133M. The position accounts for 0.02% of the portfolio, ranked #842.

UBS Group first reported a position in SEDG in Q1 2015 and has held it in 45 quarters since. 325 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

UBS Group held 2,609,137 shares of SolarEdge worth $133M as of Q1 2026.
UBS Group sold 1,601,292 SolarEdge shares in Q1 2026, an estimated $60.2M.
SolarEdge made up 0.02% of UBS Group's portfolio in Q1 2026, its #842 holding.
UBS Group first reported a position in SolarEdge in Q1 2015 and has held it in 45 quarters since.
325 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.