Great Valley Advisor Group’s SolarEdge SEDG Stock Holding History

Great Valley Advisor Group’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	$264K	Hold	4,516	–	–	﹤0.01%	887
2026 Q1	$231K	Buy	+4,516	New	+$170K	﹤0.01%	897
2024 Q2	–	Sell	-9,496	Closed	-$674K	–	806
2024 Q1	$674K	Buy	+9,496	New	+$685K	0.02%	434
2023 Q4	–	Sell	-2,278	Closed	-$295K	–	752
2023 Q3	$295K	Sell	2,278 -720	-24%	-$138K	0.01%	548
2023 Q2	$806K	Buy	2,998 +1,011	+51%	+$290K	0.03%	345
2023 Q1	$604K	Sell	1,987 -5,348	-73%	-$1.63M	0.03%	400
2022 Q4	$2.08M	Buy	7,335 +2,803	+62%	+$744K	0.11%	209
2022 Q3	$1.05M	Buy	+4,532	New	+$1.34M	0.06%	299

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

Great Valley Advisor Group's SEDG Position: Q2 2026 in Review

Great Valley Advisor Group held its SolarEdge (SEDG) position steady in Q2 2026 at 4,516 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Great Valley Advisor Group first reported a position in SEDG in Q3 2022 and has held it in 8 quarters since. The position peaked at $2.08M in Q4 2022. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Great Valley Advisor Group held 4,516 shares of SolarEdge worth $264K as of Q2 2026.
Great Valley Advisor Group left its SolarEdge share count unchanged in Q2 2026.
SolarEdge made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #887 holding.
Great Valley Advisor Group first reported a position in SolarEdge in Q3 2022 and has held it in 8 quarters since.
Great Valley Advisor Group's SolarEdge position peaked at $2.08M in Q4 2022.
346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.