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 $6.73T AUM 46.02% 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
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Creative Planning's SEDG Position: Q2 2026 in Review

Creative Planning increased its SolarEdge (SEDG) stake by 3.5% in Q2 2026, buying an estimated $42.4K and bringing the position to 24,022 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

Creative Planning first reported a position in SEDG in Q3 2015 and has held it in 31 quarters since. The position peaked at $2.27M in Q3 2020. 349 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

  • Creative Planning held 24,022 shares of SolarEdge worth $1.4M as of Q2 2026.
  • Creative Planning bought 810 SolarEdge shares in Q2 2026, an estimated $42.4K.
  • SolarEdge made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2368 holding.
  • Creative Planning first reported a position in SolarEdge in Q3 2015 and has held it in 31 quarters since.
  • Creative Planning's SolarEdge position peaked at $2.27M in Q3 2020.
  • 349 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.