Carolina Wealth Advisors’s SolarEdge SEDG Stock Holding History

Carolina Wealth 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	$1.87K	Hold	32	–	–	﹤0.01%	263
2026 Q1	$1.63K	Hold	32	–	–	﹤0.01%	263
2025 Q4	$923	Hold	32	–	–	﹤0.01%	252
2025 Q3	$1.18K	Hold	32	–	–	﹤0.01%	209
2025 Q2	$653	Hold	32	–	–	﹤0.01%	249
2025 Q1	$518	Hold	32	–	–	﹤0.01%	263
2024 Q4	$435	Hold	32	–	–	﹤0.01%	280
2024 Q3	$733	Hold	32	–	–	﹤0.01%	312
2024 Q2	$808	Hold	32	–	–	﹤0.01%	199
2024 Q1	$2.27K	Hold	32	–	–	﹤0.01%	191
2023 Q4	$3K	Hold	32	–	–	﹤0.01%	198
2023 Q3	$4.14K	Hold	32	–	–	﹤0.01%	199
2023 Q2	$8.61K	Hold	32	–	–	0.01%	160
2023 Q1	$9.73K	Hold	32	–	–	0.01%	151
2022 Q4	$9K	Sell	32 -29	-48%	-$7.7K	0.01%	151
2022 Q3	$14K	Hold	61	–	–	0.01%	134
2022 Q2	$17K	Hold	61	–	–	0.01%	150
2022 Q1	$20K	Hold	61	–	–	0.01%	155
2021 Q4	$17K	Hold	61	–	–	0.01%	167
2021 Q3	$16K	Hold	61	–	–	0.01%	167
2021 Q2	$17K	Hold	61	–	–	0.01%	173
2021 Q1	$18K	Sell	61 -35	-36%	-$10.6K	0.01%	176
2020 Q4	$31K	Hold	96	–	–	0.02%	97
2020 Q3	$23K	Hold	96	–	–	0.02%	93
2020 Q2	$13K	Hold	96	–	–	0.01%	106
2020 Q1	$8K	Buy	+96	New	+$10.2K	0.01%	117

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

Carolina Wealth Advisors's SEDG Position: Q2 2026 in Review

Carolina Wealth Advisors held its SolarEdge (SEDG) position steady in Q2 2026 at 32 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Carolina Wealth Advisors first reported a position in SEDG in Q1 2020 and has held it in 26 quarters since. The position peaked at $31K in Q4 2020. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Carolina Wealth Advisors held 32 shares of SolarEdge worth $1.87K as of Q2 2026.
Carolina Wealth Advisors left its SolarEdge share count unchanged in Q2 2026.
SolarEdge made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #263 holding.
Carolina Wealth Advisors first reported a position in SolarEdge in Q1 2020 and has held it in 26 quarters since.
Carolina Wealth Advisors's SolarEdge position peaked at $31K in Q4 2020.
346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.