EWA
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EverSource Wealth Advisors’s SolarEdge SEDG Stock Holding History

EverSource Wealth 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 		$11K Sell
189
-130
-41% -$6.81K ﹤0.01% 2851
2026
Q1 		$16.3K Buy
319
+187
+142% +$7.03K ﹤0.01% 2633
2025
Q4 		$3.81K Sell
132
-2
-1% -$70 ﹤0.01% 3230
2025
Q3 		$4.96K Buy
134
+30
+29% +$896 ﹤0.01% 3152
2025
Q2 		$2.12K Sell
104
-248
-70% -$4.1K ﹤0.01% 3491
2025
Q1 		$5.7K Buy
352
+159
+82% +$2.47K ﹤0.01% 2428
2024
Q4 		$2.63K Buy
193
+191
+9,550% +$2.94K ﹤0.01% 2615
2024
Q3 		$46 Hold
2
– – ﹤0.01% 3010
2024
Q2 		$58 Sell
2
-50
-96% -$2.6K ﹤0.01% 3020
2024
Q1 		$3.05K Sell
52
-39
-43% -$2.81K ﹤0.01% 2243
2023
Q4 		$8.52K Buy
91
+67
+279% +$6.1K ﹤0.01% 1634
2023
Q3 		$3.11K Buy
24
+7
+41% +$1.34K ﹤0.01% 1875
2023
Q2 		$4.57K Buy
17
+6
+55% +$1.72K ﹤0.01% 1765
2023
Q1 		$3.34K Sell
11
-4
-27% -$1.22K ﹤0.01% 1772
2022
Q4 		$4.25K Buy
15
+1
+7% +$265 ﹤0.01% 1670
2022
Q3 		$3K Buy
14
+5
+56% +$1.48K ﹤0.01% 1574
2022
Q2 		$3K Buy
9
+1
+13% +$273 ﹤0.01% 1430
2022
Q1 		$3K Sell
8
-9
-53% -$2.47K ﹤0.01% 1449
2021
Q4 		$5K Buy
+17
New +$5.37K ﹤0.01% 1275

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

EverSource Wealth Advisors's SEDG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its SolarEdge (SEDG) stake by 41% in Q2 2026, selling an estimated $6.81K and leaving 189 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2851.

EverSource Wealth Advisors first reported a position in SEDG in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.3K in Q1 2026. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

  • EverSource Wealth Advisors held 189 shares of SolarEdge worth $11K as of Q2 2026.
  • EverSource Wealth Advisors sold 130 SolarEdge shares in Q2 2026, an estimated $6.81K.
  • SolarEdge made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2851 holding.
  • EverSource Wealth Advisors first reported a position in SolarEdge in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's SolarEdge position peaked at $16.3K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.