Exit Wealth Advisors’s SolarEdge SEDG Stock Holding History

Exit 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	$880K	Buy	+15,066	New	+$789K	0.4%	65
2026 Q1	–	Sell	-28,243	Closed	-$815K	–	152
2025 Q4	$815K	Buy	28,243 +620	+2%	+$21.6K	0.48%	45
2025 Q3	$1.02M	Buy	+27,623	New	+$825K	0.68%	41

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

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

Exit Wealth Advisors opened a new position in SolarEdge (SEDG) in Q2 2026: 15,066 shares worth $880K. The stake represents 0.4% of the portfolio and ranks #65 among its holdings. This is a return to the name: Exit Wealth Advisors previously reported a position in SEDG as recently as Q4 2025.

Exit Wealth Advisors first reported a position in SEDG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q3 2025. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Exit Wealth Advisors held 15,066 shares of SolarEdge worth $880K as of Q2 2026.
SolarEdge was a new Exit Wealth Advisors position in Q2 2026.
SolarEdge made up 0.4% of Exit Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Exit Wealth Advisors first reported a position in SolarEdge in Q3 2025 and has held it in 3 quarters since.
Exit Wealth Advisors's SolarEdge position peaked at $1.02M in Q3 2025.
346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.