Clearstead Advisors’s SolarEdge SEDG Stock Holding History

Clearstead 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	$234	Buy	+4	New	+$210	﹤0.01%	3154
2025 Q4	–	Sell	-34	Closed	-$1.26K	–	3190
2025 Q3	$1.26K	Hold	34	–	–	﹤0.01%	2576
2025 Q2	$694	Buy	+34	New	+$562	﹤0.01%	2465
2025 Q1	–	Sell	-231	Closed	-$3.14K	–	2302
2024 Q4	$3.14K	Buy	+231	New	+$3.56K	﹤0.01%	1784
2023 Q4	–	Sell	-10	Closed	-$1.3K	–	1627
2023 Q3	$1.3K	Buy	10 +5	+100%	+$959	﹤0.01%	1440
2023 Q2	$1.35K	Hold	5	–	–	﹤0.01%	1214
2023 Q1	$1.52K	Hold	5	–	–	﹤0.01%	1180
2022 Q4	$1.42K	Hold	5	–	–	﹤0.01%	1135
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	1191
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	1220
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	1236
2021 Q4	$1K	Sell	5 -20	-80%	-$6.32K	﹤0.01%	1212
2021 Q3	$7K	Hold	25	–	–	﹤0.01%	989
2021 Q2	$7K	Hold	25	–	–	﹤0.01%	844
2021 Q1	$7K	Buy	25 +20	+400%	+$6.03K	﹤0.01%	833
2020 Q4	$2K	Buy	+5	New	+$1.38K	﹤0.01%	899

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

Clearstead Advisors's SEDG Position: Q2 2026 in Review

Clearstead Advisors opened a new position in SolarEdge (SEDG) in Q2 2026: 4 shares worth $234. The stake represents ﹤0.01% of the portfolio and ranks #3154 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SEDG as recently as Q3 2025.

Clearstead Advisors first reported a position in SEDG in Q4 2020 and has held it in 16 quarters since. The position peaked at $7K in Q3 2021. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Clearstead Advisors held 4 shares of SolarEdge worth $234 as of Q2 2026.
SolarEdge was a new Clearstead Advisors position in Q2 2026.
SolarEdge made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3154 holding.
Clearstead Advisors first reported a position in SolarEdge in Q4 2020 and has held it in 16 quarters since.
Clearstead Advisors's SolarEdge position peaked at $7K in Q3 2021.
346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.