Abound Wealth Management’s SolarEdge SEDG Stock Holding History

Abound Wealth Management’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	$176	Hold	3	–	–	﹤0.01%	1137
2026 Q1	$154	Sell	3 -3	-50%	-$113	﹤0.01%	1314
2025 Q4	$174	Hold	6	–	–	﹤0.01%	1232
2025 Q3	$222	Hold	6	–	–	﹤0.01%	1089
2025 Q2	$123	Hold	6	–	–	﹤0.01%	1202
2025 Q1	$98	Hold	6	–	–	﹤0.01%	1237
2024 Q4	$82	Hold	6	–	–	﹤0.01%	1213
2024 Q3	$138	Hold	6	–	–	﹤0.01%	1269
2024 Q2	$152	Sell	6 -3	-33%	-$156	﹤0.01%	1143
2024 Q1	$639	Buy	9 +3	+50%	+$217	﹤0.01%	829
2023 Q4	$562	Hold	6	–	–	﹤0.01%	889
2023 Q3	$778	Sell	6 -1	-14%	-$192	﹤0.01%	742
2023 Q2	$1.88K	Buy	7 +1	+17%	+$287	﹤0.01%	655
2023 Q1	$1.82K	Buy	6 +2	+50%	+$610	﹤0.01%	594
2022 Q4	$1.13K	Hold	4	–	–	﹤0.01%	606
2022 Q3	$926	Buy	+4	New	+$1.18K	﹤0.01%	615

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Abound Wealth Management's SEDG Position: Q2 2026 in Review

Abound Wealth Management held its SolarEdge (SEDG) position steady in Q2 2026 at 3 shares worth $176. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Abound Wealth Management first reported a position in SEDG in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.88K in Q2 2023. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Abound Wealth Management held 3 shares of SolarEdge worth $176 as of Q2 2026.
Abound Wealth Management left its SolarEdge share count unchanged in Q2 2026.
SolarEdge made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1137 holding.
Abound Wealth Management first reported a position in SolarEdge in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's SolarEdge position peaked at $1.88K in Q2 2023.
346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.