JFS Wealth Advisors’s SolarEdge SEDG Stock Holding History

JFS 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	$526	Buy	+9	New	+$472	﹤0.01%	1945
2024 Q3	–	Sell	-5	Closed	-$127	–	2016
2024 Q2	$127	Sell	5 -10	-67%	-$520	﹤0.01%	1917
2024 Q1	$1.06K	Hold	15	–	–	﹤0.01%	1644
2023 Q4	$1.4K	Sell	15 -5	-25%	-$455	﹤0.01%	1553
2023 Q3	$2.59K	Sell	20 -9	-31%	-$1.73K	﹤0.01%	1262
2023 Q2	$7.8K	Sell	29 -4	-12%	-$1.15K	﹤0.01%	813
2023 Q1	$10K	Buy	33 +5	+18%	+$1.52K	﹤0.01%	722
2022 Q4	$7.93K	Sell	28 -44	-61%	-$11.7K	﹤0.01%	803
2022 Q3	$17K	Sell	72 -5	-6%	-$1.48K	﹤0.01%	612
2022 Q2	$21K	Buy	77 +6	+8%	+$1.64K	﹤0.01%	579
2022 Q1	$23K	Buy	71 +27	+61%	+$7.42K	﹤0.01%	569
2021 Q4	$12K	Buy	44 +4	+10%	+$1.26K	﹤0.01%	665
2021 Q3	$11K	Buy	+40	New	+$10.9K	﹤0.01%	631
2018 Q4	–	Sell	-300	Closed	-$11K	–	518
2018 Q3	$11K	Hold	300	–	–	﹤0.01%	399
2018 Q2	$14K	Buy	+300	New	+$16.6K	﹤0.01%	343

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

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

JFS Wealth Advisors opened a new position in SolarEdge (SEDG) in Q2 2026: 9 shares worth $526. The stake represents ﹤0.01% of the portfolio and ranks #1945 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in SEDG as recently as Q2 2024.

JFS Wealth Advisors first reported a position in SEDG in Q2 2018 and has held it in 15 quarters since. The position peaked at $23K in Q1 2022. 348 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

JFS Wealth Advisors held 9 shares of SolarEdge worth $526 as of Q2 2026.
SolarEdge was a new JFS Wealth Advisors position in Q2 2026.
SolarEdge made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1945 holding.
JFS Wealth Advisors first reported a position in SolarEdge in Q2 2018 and has held it in 15 quarters since.
JFS Wealth Advisors's SolarEdge position peaked at $23K in Q1 2022.
348 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.