Annis Gardner Whiting Capital Advisors’s SolarEdge SEDG Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-15	Closed	-$766	–	1084
2026 Q1	$766	Hold	15	–	–	﹤0.01%	1177
2025 Q4	$433	Sell	15 -10	-40%	-$349	﹤0.01%	1120
2025 Q3	$925	Buy	25 +10	+67%	+$299	﹤0.01%	999
2025 Q2	$306	Buy	+15	New	+$248	﹤0.01%	1232

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

Annis Gardner Whiting Capital Advisors's SEDG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of SolarEdge (SEDG) in Q2 2026, closing a stake of 15 shares — an estimated $766 sold.

Annis Gardner Whiting Capital Advisors first reported a position in SEDG in Q2 2025 and held it in 4 quarters. The position peaked at $925 in Q3 2025. 348 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining SolarEdge position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 15 SolarEdge shares in Q2 2026, an estimated $766.
Annis Gardner Whiting Capital Advisors first reported a position in SolarEdge in Q2 2025 and held it in 4 quarters.
Annis Gardner Whiting Capital Advisors's SolarEdge position peaked at $925 in Q3 2025.
348 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.