Blue Trust Inc’s SolarEdge SEDG Stock Holding History

Blue Trust Inc’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	$6.31K	Sell	108 -99	-48%	-$5.19K	﹤0.01%	1984
2026 Q1	$10.6K	Buy	207 +154	+291%	+$5.79K	﹤0.01%	1823
2025 Q4	$1.53K	Buy	+53	New	+$1.85K	﹤0.01%	2192
2024 Q4	–	Sell	-89	Closed	-$2.25K	–	2903
2024 Q3	$2.25K	Buy	89 +55	+162%	+$1.34K	﹤0.01%	2559
2024 Q2	$2.41K	Buy	+34	New	+$1.77K	﹤0.01%	2397
2024 Q1	–	Sell	-41	Closed	-$6K	–	2644
2023 Q4	$6K	Buy	41 +15	+58%	+$1.36K	﹤0.01%	1788
2023 Q3	$7K	Buy	26 +5	+24%	+$959	﹤0.01%	1550
2023 Q2	$6K	Sell	21 -30	-59%	-$8.6K	﹤0.01%	1484
2023 Q1	$14K	Sell	51 -2	-4%	-$610	﹤0.01%	1507
2022 Q4	$12K	Buy	53 +30	+130%	+$7.96K	﹤0.01%	1482
2022 Q3	$6K	Buy	23 +21	+1,050%	+$6.19K	﹤0.01%	1526
2022 Q2	$0	Buy	+2	New	+$547	﹤0.01%	1998

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 $3.37T AUM 44.26% 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

Blue Trust Inc's SEDG Position: Q2 2026 in Review

Blue Trust Inc reduced its SolarEdge (SEDG) stake by 48% in Q2 2026, selling an estimated $5.19K and leaving 108 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Blue Trust Inc first reported a position in SEDG in Q2 2022 and has held it in 12 quarters since. The position peaked at $14K in Q1 2023. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Blue Trust Inc held 108 shares of SolarEdge worth $6.31K as of Q2 2026.
Blue Trust Inc sold 99 SolarEdge shares in Q2 2026, an estimated $5.19K.
SolarEdge made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1984 holding.
Blue Trust Inc first reported a position in SolarEdge in Q2 2022 and has held it in 12 quarters since.
Blue Trust Inc's SolarEdge position peaked at $14K in Q1 2023.
346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.