Evermay Wealth Management’s SolarEdge SEDG Stock Holding History

Evermay Wealth Management’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	$176	Hold	3	–	–	﹤0.01%	639
2026 Q1	$154	Hold	3	–	–	﹤0.01%	584
2025 Q4	$87	Hold	3	–	–	﹤0.01%	563
2025 Q3	$111	Hold	3	–	–	﹤0.01%	541
2025 Q2	$62	Hold	3	–	–	﹤0.01%	563
2025 Q1	$49	Hold	3	–	–	﹤0.01%	573
2024 Q4	$41	Hold	3	–	–	﹤0.01%	564
2024 Q3	$69	Sell	3 -230	-99%	-$5.59K	﹤0.01%	585
2024 Q2	$5.89K	Hold	233	–	–	﹤0.01%	488
2024 Q1	$16.5K	Sell	233 -400	-63%	-$28.9K	﹤0.01%	426
2023 Q4	$59.2K	Hold	633	–	–	0.01%	313
2023 Q3	$82K	Sell	633 -1	-0.2%	-$192	0.02%	255
2023 Q2	$171K	Sell	634 -10	-2%	-$2.87K	0.03%	191
2023 Q1	$196K	Hold	644	–	–	0.04%	175
2022 Q4	$182K	Sell	644 -10	-2%	-$2.65K	0.04%	176
2022 Q3	$151K	Buy	654 +10	+2%	+$2.95K	0.03%	186
2022 Q2	$176K	Hold	644	–	–	0.03%	170
2022 Q1	$208K	Hold	644	–	–	0.03%	186
2021 Q4	$181K	Sell	644 -14	-2%	-$4.42K	0.03%	180
2021 Q3	$175K	Buy	658 +3	+0.5%	+$817	0.03%	175
2021 Q2	$181K	Buy	+655	New	+$165K	0.03%	186
2021 Q1	–	Sell	-727	Closed	-$232K	–	176
2020 Q4	$232K	Buy	+727	New	+$201K	0.05%	160

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

Evermay Wealth Management's SEDG Position: Q2 2026 in Review

Evermay Wealth Management held its SolarEdge (SEDG) position steady in Q2 2026 at 3 shares worth $176. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Evermay Wealth Management first reported a position in SEDG in Q4 2020 and has held it in 22 quarters since. The position peaked at $232K in Q4 2020. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Evermay Wealth Management held 3 shares of SolarEdge worth $176 as of Q2 2026.
Evermay Wealth Management left its SolarEdge share count unchanged in Q2 2026.
SolarEdge made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #639 holding.
Evermay Wealth Management first reported a position in SolarEdge in Q4 2020 and has held it in 22 quarters since.
Evermay Wealth Management's SolarEdge position peaked at $232K in Q4 2020.
346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.