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SEDG icon

Allworth Financial’s SolarEdge SEDG Stock Holding History

Allworth Financial’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 		$31.3K Buy
536
+232
+76% +$12.2K ﹤0.01% 2860
2026
Q1 		$15.5K Sell
304
-313
-51% -$11.8K ﹤0.01% 3175
2025
Q4 		$17.8K Buy
617
+306
+98% +$10.7K ﹤0.01% 2895
2025
Q3 		$11.5K Buy
311
+44
+16% +$1.31K ﹤0.01% 3057
2025
Q2 		$5.45K Buy
267
+31
+13% +$513 ﹤0.01% 3216
2025
Q1 		$2.77K Buy
236
+125
+113% +$1.94K ﹤0.01% 3070
2024
Q4 		$1.45K Sell
111
-138
-55% -$2.12K ﹤0.01% 3276
2024
Q3 		$5.71K Buy
249
+170
+215% +$4.13K ﹤0.01% 2510
2024
Q2 		$2.03K Buy
79
+33
+72% +$1.72K ﹤0.01% 2916
2024
Q1 		$3.27K Sell
46
-170
-79% -$12.3K ﹤0.01% 2598
2023
Q4 		$20.2K Buy
216
+169
+360% +$15.4K ﹤0.01% 1647
2023
Q3 		$6.09K Buy
47
+33
+236% +$6.33K ﹤0.01% 2029
2023
Q2 		$3.77K Sell
14
-3
-18% -$860 ﹤0.01% 2226
2023
Q1 		$5.17K Buy
17
+11
+183% +$3.35K ﹤0.01% 2022
2022
Q4 		$1.7K Sell
6
-5
-45% -$1.33K ﹤0.01% 2297
2022
Q3 		$3K Buy
11
+5
+83% +$1.48K ﹤0.01% 2060
2022
Q2 		$2K Buy
6
+4
+200% +$1.09K ﹤0.01% 2029
2022
Q1 		$1K Buy
+2
New +$549 ﹤0.01% 2011

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Allworth Financial's SEDG Position: Q2 2026 in Review

Allworth Financial increased its SolarEdge (SEDG) stake by 76% in Q2 2026, buying an estimated $12.2K and bringing the position to 536 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2860.

Allworth Financial first reported a position in SEDG in Q1 2022 and has held it in 18 quarters since. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

  • Allworth Financial held 536 shares of SolarEdge worth $31.3K as of Q2 2026.
  • Allworth Financial bought 232 SolarEdge shares in Q2 2026, an estimated $12.2K.
  • SolarEdge made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2860 holding.
  • Allworth Financial first reported a position in SolarEdge in Q1 2022 and has held it in 18 quarters since.
  • 346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.