CAPTRUST Financial Advisors
SEDG icon

CAPTRUST Financial Advisors’s SolarEdge SEDG Stock Holding History

CAPTRUST Financial 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 		$772K Buy
13,211
+239
+2% +$12.5K ﹤0.01% 1882
2026
Q1 		$662K Buy
+12,972
New +$488K ﹤0.01% 1846
2024
Q1 		– Sell
-3,629
Closed -$340K – 2580
2023
Q4 		$340K Buy
3,629
+1,012
+39% +$92.1K ﹤0.01% 2021
2023
Q3 		$339K Buy
2,617
+19
+0.7% +$3.65K ﹤0.01% 1916
2023
Q2 		$699K Sell
2,598
-131
-5% -$37.6K ﹤0.01% 1433
2023
Q1 		$829K Buy
2,729
+1,567
+135% +$478K ﹤0.01% 1127
2022
Q4 		$329K Buy
1,162
+39
+3% +$10.3K ﹤0.01% 1584
2022
Q3 		$260K Sell
1,123
-35
-3% -$10.3K ﹤0.01% 1645
2022
Q2 		$317K Sell
1,158
-32
-3% -$8.75K ﹤0.01% 1390
2022
Q1 		$384K Sell
1,190
-234
-16% -$64.3K ﹤0.01% 1294
2021
Q4 		$400K Buy
1,424
+154
+12% +$48.6K ﹤0.01% 1228
2021
Q3 		$337K Sell
1,270
-28
-2% -$7.62K ﹤0.01% 1234
2021
Q2 		$359K Sell
1,298
-724
-36% -$182K ﹤0.01% 1156
2021
Q1 		$581K Buy
2,022
+1,594
+372% +$481K 0.01% 904
2020
Q4 		$137K Buy
428
+130
+44% +$35.9K ﹤0.01% 1361
2020
Q3 		$74K Buy
298
+210
+239% +$40.4K ﹤0.01% 1483
2020
Q2 		$12K Buy
+88
New +$10.8K ﹤0.01% 2124

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

CAPTRUST Financial Advisors's SEDG Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its SolarEdge (SEDG) stake by 1.8% in Q2 2026, buying an estimated $12.5K and bringing the position to 13,211 shares worth $772K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

CAPTRUST Financial Advisors first reported a position in SEDG in Q2 2020 and has held it in 17 quarters since. The position peaked at $829K in Q1 2023. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

  • CAPTRUST Financial Advisors held 13,211 shares of SolarEdge worth $772K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 239 SolarEdge shares in Q2 2026, an estimated $12.5K.
  • SolarEdge made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1882 holding.
  • CAPTRUST Financial Advisors first reported a position in SolarEdge in Q2 2020 and has held it in 17 quarters since.
  • CAPTRUST Financial Advisors's SolarEdge position peaked at $829K in Q1 2023.
  • 346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.