AE Wealth Management’s SolarEdge SEDG Stock Holding History

AE 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	$206K	Buy	+3,517	New	+$184K	﹤0.01%	1710
2023 Q1	–	Sell	-755	Closed	-$214K	–	1991
2022 Q4	$214K	Buy	+755	New	+$200K	﹤0.01%	1650
2022 Q3	–	Sell	-1,012	Closed	-$277K	–	1861
2022 Q2	$277K	Buy	1,012 +108	+12%	+$29.5K	﹤0.01%	1465
2022 Q1	$291K	Sell	904 -284	-24%	-$78K	﹤0.01%	1432
2021 Q4	$333K	Buy	1,188 +300	+34%	+$94.7K	﹤0.01%	1404
2021 Q3	$236K	Buy	+888	New	+$242K	﹤0.01%	1468
2021 Q2	–	Sell	-895	Closed	-$257K	–	1666
2021 Q1	$257K	Buy	895 +13	+1%	+$3.92K	﹤0.01%	1312
2020 Q4	$281K	Buy	882 +27	+3%	+$7.46K	﹤0.01%	1169
2020 Q3	$204K	Buy	+855	New	+$164K	﹤0.01%	1175

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 $3.38T AUM 44.17% 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

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

AE Wealth Management opened a new position in SolarEdge (SEDG) in Q2 2026: 3,517 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1710 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in SEDG as recently as Q4 2022.

AE Wealth Management first reported a position in SEDG in Q3 2020 and has held it in 9 quarters since. The position peaked at $333K in Q4 2021. 348 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

AE Wealth Management held 3,517 shares of SolarEdge worth $206K as of Q2 2026.
SolarEdge was a new AE Wealth Management position in Q2 2026.
SolarEdge made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1710 holding.
AE Wealth Management first reported a position in SolarEdge in Q3 2020 and has held it in 9 quarters since.
AE Wealth Management's SolarEdge position peaked at $333K in Q4 2021.
348 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.