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 Q2	$5.98M	Buy	102,400 +41,900	+69%	+$2.2M	﹤0.01%	3972
2026 Q1	$3.09M	Buy	+60,500	New	+$2.28M	﹤0.01%	4571
2024 Q2	–	Sell	-30,000	Closed	-$2.13M	–	10021
2024 Q1	$2.13M	Hold	30,000	–	–	﹤0.01%	3887
2023 Q4	$2.81M	Buy	30,000 +17,100	+133%	+$1.56M	﹤0.01%	3451
2023 Q3	$1.67M	Sell	12,900 -21,300	-62%	-$4.09M	﹤0.01%	3615
2023 Q2	$9.2M	Sell	34,200 -27,900	-45%	-$8M	﹤0.01%	2015
2023 Q1	$18.9M	Buy	62,100 +14,100	+29%	+$4.3M	0.01%	1437
2022 Q4	$13.6M	Hold	48,000	–	–	0.01%	1692
2022 Q3	$11.1M	Buy	48,000 +24,000	+100%	+$7.08M	﹤0.01%	1697
2022 Q2	$6.57M	Hold	24,000	–	–	﹤0.01%	2150
2022 Q1	$7.74M	Sell	24,000 -253,100	-91%	-$69.5M	﹤0.01%	2143
2021 Q4	$77.7M	Hold	277,100	–	–	0.02%	715
2021 Q3	$73.5M	Sell	277,100 -55,400	-17%	-$15.1M	0.02%	667
2021 Q2	$91.9M	Hold	332,500	–	–	0.03%	552
2021 Q1	$95.6M	Hold	332,500	–	–	0.03%	537
2020 Q4	$106M	Buy	+332,500	New	+$91.9M	0.04%	470

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group's SEDG Position: Q2 2026 in Review

UBS Group reduced its SolarEdge (SEDG) stake by 5.3% in Q2 2026, selling an estimated $7.27M and leaving 2,470,352 shares worth $144M. The position accounts for 0.02% of the portfolio, ranked #881.

UBS Group first reported a position in SEDG in Q1 2015 and has held it in 46 quarters since. 348 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

UBS Group held 2,470,352 shares of SolarEdge worth $144M as of Q2 2026.
UBS Group sold 138,785 SolarEdge shares in Q2 2026, an estimated $7.27M.
SolarEdge made up 0.02% of UBS Group's portfolio in Q2 2026, its #881 holding.
UBS Group first reported a position in SolarEdge in Q1 2015 and has held it in 46 quarters since.
348 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.