Capital Advisors Inc’s SolarEdge SEDG Stock Holding History

Capital Advisors 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	–	Sell	-10,005	Closed	-$511K	–	394
2026 Q1	$511K	Buy	+10,005	New	+$376K	0.01%	222

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MMH

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HIIFS

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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

Capital Advisors Inc's SEDG Position: Q2 2026 in Review

Capital Advisors Inc sold out of SolarEdge (SEDG) in Q2 2026, closing a stake of 10,005 shares — an estimated $511K sold.

Capital Advisors Inc first reported a position in SEDG in Q1 2026 and held it in 1 quarter. The position peaked at $511K in Q1 2026. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Capital Advisors Inc reported no remaining SolarEdge position as of Q2 2026 after selling out during the quarter.
Capital Advisors Inc sold 10,005 SolarEdge shares in Q2 2026, an estimated $511K.
Capital Advisors Inc first reported a position in SolarEdge in Q1 2026 and held it in 1 quarter.
Capital Advisors Inc's SolarEdge position peaked at $511K in Q1 2026.
346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.