Center for Financial Planning’s SolarEdge SEDG Stock Holding History

Center for Financial Planning’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	$117	Hold	2	–	–	﹤0.01%	643
2026 Q1	$103	Hold	2	–	–	﹤0.01%	639
2025 Q4	$58	Hold	2	–	–	﹤0.01%	689
2025 Q3	$74	Hold	2	–	–	﹤0.01%	651
2025 Q2	$41	Hold	2	–	–	﹤0.01%	640
2025 Q1	$33	Hold	2	–	–	﹤0.01%	693
2024 Q4	$28	Hold	2	–	–	﹤0.01%	668
2024 Q3	$46	Hold	2	–	–	﹤0.01%	570
2024 Q2	$51	Buy	+2	New	+$104	﹤0.01%	576

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

Center for Financial Planning's SEDG Position: Q2 2026 in Review

Center for Financial Planning held its SolarEdge (SEDG) position steady in Q2 2026 at 2 shares worth $117. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Center for Financial Planning first reported a position in SEDG in Q2 2024 and has held it in 9 quarters since. 349 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Center for Financial Planning held 2 shares of SolarEdge worth $117 as of Q2 2026.
Center for Financial Planning left its SolarEdge share count unchanged in Q2 2026.
SolarEdge made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #643 holding.
Center for Financial Planning first reported a position in SolarEdge in Q2 2024 and has held it in 9 quarters since.
349 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.