Creative Planning
SEDG icon

Creative Planning’s SolarEdge SEDG Stock Holding History

Creative 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
2018
Q3 		– Sell
-300
Closed -$1K – 2159
2018
Q2 		$1K Buy
+300
New +$16.6K ﹤0.01% 2031

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's SEDG Position: Q1 2026 in Review

Creative Planning increased its SolarEdge (SEDG) stake by 1.6% in Q1 2026, buying an estimated $13.4K and bringing the position to 23,212 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2321.

Creative Planning first reported a position in SEDG in Q3 2015 and has held it in 30 quarters since. The position peaked at $2.27M in Q3 2020. 325 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

  • Creative Planning held 23,212 shares of SolarEdge worth $1.18M as of Q1 2026.
  • Creative Planning bought 356 SolarEdge shares in Q1 2026, an estimated $13.4K.
  • SolarEdge made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2321 holding.
  • Creative Planning first reported a position in SolarEdge in Q3 2015 and has held it in 30 quarters since.
  • Creative Planning's SolarEdge position peaked at $2.27M in Q3 2020.
  • 325 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.