CX Institutional’s SolarEdge SEDG Stock Holding History

CX Institutional’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 Q3	$3K	Buy	100 +90	+900%	+$3.52K	﹤0.01%	1525
2026 Q2	$1K	Hold	10	–	–	﹤0.01%	1548
2026 Q1	$1K	Buy	+10	New	+$376	﹤0.01%	1528
2024 Q1	–	Sell	-3,376	Closed	-$316K	–	565
2023 Q4	$316K	Buy	+3,376	New	+$307K	0.02%	390
2022 Q3	–	Sell	-14	Closed	-$4K	–	1017
2022 Q2	$4K	Buy	+14	New	+$3.83K	﹤0.01%	1055
2021 Q4	–	Sell	-10	Closed	-$3K	–	806
2021 Q3	$3K	Hold	10	–	–	﹤0.01%	888
2021 Q2	$3K	Buy	+10	New	+$2.52K	﹤0.01%	889
2020 Q3	–	Sell	-12	Closed	-$2K	–	909
2020 Q2	$2K	Buy	+12	New	+$1.47K	﹤0.01%	762

Other funds holding SEDG

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

CX Institutional's SEDG Position: Q3 2026 in Review

CX Institutional increased its SolarEdge (SEDG) stake by 900% in Q3 2026, buying an estimated $3.52K and bringing the position to 100 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

CX Institutional first reported a position in SEDG in Q2 2020 and has held it in 8 quarters since. The position peaked at $316K in Q4 2023. 10 funds tracked by Wall St. Rank hold SEDG as of Q3 2026.

CX Institutional held 100 shares of SolarEdge worth $3K as of Q3 2026.
CX Institutional bought 90 SolarEdge shares in Q3 2026, an estimated $3.52K.
SolarEdge made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1525 holding.
CX Institutional first reported a position in SolarEdge in Q2 2020 and has held it in 8 quarters since.
CX Institutional's SolarEdge position peaked at $316K in Q4 2023.
10 funds tracked by Wall St. Rank held SolarEdge as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.