Carson Wealth (CWM LLC)
SEDG icon

Carson Wealth (CWM LLC)’s SolarEdge SEDG Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$49.3K Buy
965
+24
+3% +$903 ﹤0.01% 3821
2025
Q4 		$27K Sell
941
-17
-2% -$593 ﹤0.01% 4006
2025
Q3 		$35K Buy
958
+19
+2% +$567 ﹤0.01% 3789
2025
Q2 		$19K Buy
939
+1
+0.1% +$17 ﹤0.01% 3954
2025
Q1 		$15K Buy
938
+846
+920% +$13.2K ﹤0.01% 3886
2024
Q4 		$1K Sell
92
-118
-56% -$1.82K ﹤0.01% 4794
2024
Q3 		$5K Buy
210
+107
+104% +$2.6K ﹤0.01% 4134
2024
Q2 		$3K Sell
103
-50
-33% -$2.6K ﹤0.01% 4120
2024
Q1 		$11K Sell
153
-1,097
-88% -$79.2K ﹤0.01% 3296
2023
Q4 		$117K Buy
1,250
+602
+93% +$54.8K ﹤0.01% 1661
2023
Q3 		$84K Buy
648
+314
+94% +$60.2K ﹤0.01% 1739
2023
Q2 		$90K Sell
334
-264
-44% -$75.7K ﹤0.01% 1624
2023
Q1 		$182K Buy
598
+292
+95% +$89K ﹤0.01% 1232
2022
Q4 		$87K Sell
306
-188
-38% -$49.9K ﹤0.01% 1438
2022
Q3 		$114K Sell
494
-2,021
-80% -$596K ﹤0.01% 1288
2022
Q2 		$688K Sell
2,515
-468
-16% -$128K 0.01% 661
2022
Q1 		$962K Sell
2,983
-668
-18% -$183K 0.01% 570
2021
Q4 		$1.02M Buy
+3,651
New +$1.15M 0.01% 571
2021
Q2 		$746K Hold
2,698
– – 0.01% 613
2021
Q1 		$746K Hold
2,698
– – 0.01% 613
2020
Q4 		$746K Hold
2,698
– – 0.01% 613
2020
Q3 		$746K Hold
2,698
– – 0.01% 613
2020
Q2 		$746K Hold
2,698
– – 0.01% 613
2020
Q1 		$746K Hold
2,698
– – 0.01% 613
2019
Q4 		$746K Hold
2,698
– – 0.01% 613
2019
Q3 		$746K Hold
2,698
– – 0.01% 613
2019
Q2 		$746K Hold
2,698
– – 0.01% 613
2019
Q1 		$746K Buy
+2,698
New +$108K 0.01% 613

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SEDG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its SolarEdge (SEDG) stake by 2.6% in Q1 2026, buying an estimated $903 and bringing the position to 965 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3821.

Carson Wealth (CWM LLC) first reported a position in SEDG in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.02M in Q4 2021. 326 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 965 shares of SolarEdge worth $49.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 24 SolarEdge shares in Q1 2026, an estimated $903.
  • SolarEdge made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3821 holding.
  • Carson Wealth (CWM LLC) first reported a position in SolarEdge in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s SolarEdge position peaked at $1.02M in Q4 2021.
  • 326 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.