WANY
SEDG icon

Wealthspire Advisors (New York)’s SolarEdge SEDG Stock Holding History

Wealthspire Advisors (New York)’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
-22
Closed -$814 – 2554
2025
Q3 		$814 Buy
+22
New +$657 ﹤0.01% 2771

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s SEDG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of SolarEdge (SEDG) in Q4 2025, closing a stake of 22 shares — an estimated $814 sold.

Wealthspire Advisors (New York) first reported a position in SEDG in Q3 2025 and held it in 1 quarter. The position peaked at $814 in Q3 2025. 304 funds tracked by Wall St. Rank hold SEDG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining SolarEdge position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 22 SolarEdge shares in Q4 2025, an estimated $814.
  • Wealthspire Advisors (New York) first reported a position in SolarEdge in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s SolarEdge position peaked at $814 in Q3 2025.
  • 304 funds tracked by Wall St. Rank held SolarEdge as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.