Balance Wealth’s SolarEdge SEDG Stock Holding History

Balance Wealth’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 Q3	$833	Buy	+26	New	+$1.02K	﹤0.01%	855

Other funds holding SEDG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Balance Wealth's SEDG Position: Q3 2026 in Review

Balance Wealth opened a new position in SolarEdge (SEDG) in Q3 2026: 26 shares worth $833. The stake represents ﹤0.01% of the portfolio and ranks #855 among its holdings.

243 funds tracked by Wall St. Rank hold SEDG as of Q3 2026.

Balance Wealth held 26 shares of SolarEdge worth $833 as of Q3 2026.
SolarEdge was a new Balance Wealth position in Q3 2026.
SolarEdge made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #855 holding.
243 funds tracked by Wall St. Rank held SolarEdge as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.