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 Q3	$6.66M	Buy	209,000 +106,600	+104%	+$4.17M	﹤0.01%	3809
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 $6.79T AUM 37.06% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group's SEDG Position: Q3 2026 in Review

UBS Group increased its SolarEdge (SEDG) stake by 78% in Q3 2026, buying an estimated $75.3M and bringing the position to 4,393,870 shares worth $140M. The position accounts for 0.02% of the portfolio, ranked #867.

UBS Group first reported a position in SEDG in Q1 2015 and has held it in 47 quarters since. The position peaked at $144M in Q2 2026. 245 funds tracked by Wall St. Rank hold SEDG as of Q3 2026.

UBS Group held 4,393,870 shares of SolarEdge worth $140M as of Q3 2026.
UBS Group bought 1,923,518 SolarEdge shares in Q3 2026, an estimated $75.3M.
SolarEdge made up 0.02% of UBS Group's portfolio in Q3 2026, its #867 holding.
UBS Group first reported a position in SolarEdge in Q1 2015 and has held it in 47 quarters since.
UBS Group's SolarEdge position peaked at $144M in Q2 2026.
245 funds tracked by Wall St. Rank held SolarEdge as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.