AssetMark Inc’s SolarEdge SEDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.81K Hold
31
﹤0.01% 2994
2026
Q1
$1.58K Hold
31
﹤0.01% 2925
2025
Q4
$894 Buy
31
+10
+48% +$349 ﹤0.01% 2967
2025
Q3
$777 Hold
21
﹤0.01% 2845
2025
Q2
$428 Buy
+21
New +$347 ﹤0.01% 2770
2024
Q1
Sell
-1,013
Closed -$94.8K 2097
2023
Q4
$94.8K Sell
1,013
-164
-14% -$14.9K ﹤0.01% 1050
2023
Q3
$152K Sell
1,177
-801
-40% -$154K ﹤0.01% 918
2023
Q2
$532K Buy
1,978
+323
+20% +$92.6K ﹤0.01% 721
2023
Q1
$503K Buy
1,655
+1,356
+454% +$413K ﹤0.01% 713
2022
Q4
$84.7K Sell
299
-55
-16% -$14.6K ﹤0.01% 940
2022
Q3
$82K Buy
354
+30
+9% +$8.85K ﹤0.01% 874
2022
Q2
$89K Sell
324
-88
-21% -$24.1K ﹤0.01% 838
2022
Q1
$133K Buy
412
+102
+33% +$28K ﹤0.01% 764
2021
Q4
$87K Buy
310
+281
+969% +$88.7K ﹤0.01% 815
2021
Q3
$8K Hold
29
﹤0.01% 1083
2021
Q2
$8K Sell
29
-1,883
-98% -$474K ﹤0.01% 1021
2021
Q1
$550K Sell
1,912
-196
-9% -$59.1K ﹤0.01% 432
2020
Q4
$673K Sell
2,108
-155
-7% -$42.8K ﹤0.01% 397
2020
Q3
$539K Buy
2,263
+818
+57% +$157K ﹤0.01% 393
2020
Q2
$201K Buy
1,445
+1,272
+735% +$156K ﹤0.01% 493
2020
Q1
$14K Buy
173
+96
+125% +$10.2K ﹤0.01% 939
2019
Q4
$7K Buy
+77
New +$6.58K ﹤0.01% 1066
2019
Q1
Sell
-14
Closed 1493
2018
Q4
$0 Hold
14
﹤0.01% 1525
2018
Q3
$1K Hold
14
﹤0.01% 1359
2018
Q2
$1K Hold
14
﹤0.01% 1358
2018
Q1
$1K Sell
14
-12
-46% -$526 ﹤0.01% 1353
2017
Q4
$1K Buy
26
+12
+86% +$413 ﹤0.01% 1699
2017
Q3
$0 Buy
+14
New +$353 ﹤0.01% 1609

Other funds holding SEDG

AssetMark Inc's SEDG Position: Q2 2026 in Review

AssetMark Inc held its SolarEdge (SEDG) position steady in Q2 2026 at 31 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2994.

AssetMark Inc first reported a position in SEDG in Q3 2017 and has held it in 28 quarters since. The position peaked at $673K in Q4 2020. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

  • AssetMark Inc held 31 shares of SolarEdge worth $1.81K as of Q2 2026.
  • AssetMark Inc left its SolarEdge share count unchanged in Q2 2026.
  • SolarEdge made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2994 holding.
  • AssetMark Inc first reported a position in SolarEdge in Q3 2017 and has held it in 28 quarters since.
  • AssetMark Inc's SolarEdge position peaked at $673K in Q4 2020.
  • 346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.