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Farther Finance Advisors’s SolarEdge SEDG Stock Holding History

Farther Finance 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
Q3 		$97K Buy
3,045
+479
+19% +$18.8K ﹤0.01% 2886
2026
Q2 		$150K Buy
2,566
+190
+8% +$9.96K ﹤0.01% 2442
2026
Q1 		$123K Buy
2,376
+934
+65% +$35.1K ﹤0.01% 2357
2025
Q4 		$41.6K Buy
1,442
+1,151
+396% +$40.1K ﹤0.01% 2939
2025
Q3 		$10.8K Sell
291
-229
-44% -$6.84K ﹤0.01% 3411
2025
Q2 		$10.6K Buy
520
+29
+6% +$480 ﹤0.01% 3050
2025
Q1 		$8.19K Buy
491
+472
+2,484% +$7.34K ﹤0.01% 2835
2024
Q4 		$258 Hold
19
– – ﹤0.01% 3595
2024
Q3 		$439 Hold
19
– – ﹤0.01% 3460
2024
Q2 		$455 Hold
19
– – ﹤0.01% 3304
2024
Q1 		$1.35K Sell
19
-21
-53% -$1.52K ﹤0.01% 2659
2023
Q4 		$3.74K Buy
40
+21
+111% +$1.91K ﹤0.01% 2111
2023
Q3 		$2.46K Sell
19
-1
-5% -$192 ﹤0.01% 1777
2023
Q2 		$5.38K Hold
20
– – ﹤0.01% 1401
2023
Q1 		$6.08K Hold
20
– – ﹤0.01% 1272
2022
Q4 		$5.67K Buy
+20
New +$5.31K ﹤0.01% 1120

Other funds holding SEDG

MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
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

Farther Finance Advisors's SEDG Position: Q3 2026 in Review

Farther Finance Advisors increased its SolarEdge (SEDG) stake by 19% in Q3 2026, buying an estimated $18.8K and bringing the position to 3,045 shares worth $97K. The position accounts for ﹤0.01% of the portfolio, ranked #2886.

Farther Finance Advisors first reported a position in SEDG in Q4 2022 and has held it in 16 quarters since. The position peaked at $150K in Q2 2026. 10 funds tracked by Wall St. Rank hold SEDG as of Q3 2026.

  • Farther Finance Advisors held 3,045 shares of SolarEdge worth $97K as of Q3 2026.
  • Farther Finance Advisors bought 479 SolarEdge shares in Q3 2026, an estimated $18.8K.
  • SolarEdge made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2886 holding.
  • Farther Finance Advisors first reported a position in SolarEdge in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's SolarEdge position peaked at $150K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held SolarEdge as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.