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Kelleher Financial Advisors’s SolarEdge SEDG Stock Holding History

Kelleher Financial 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 		$9.94K Hold
170
– – ﹤0.01% 620
2026
Q1 		$3.47K Hold
170
– – ﹤0.01% 614
2025
Q4 		$4.91K Hold
170
– – ﹤0.01% 625
2025
Q3 		$6.29K Buy
+170
New +$5.08K ﹤0.01% 544

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

Kelleher Financial Advisors's SEDG Position: Q2 2026 in Review

Kelleher Financial Advisors held its SolarEdge (SEDG) position steady in Q2 2026 at 170 shares worth $9.94K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Kelleher Financial Advisors first reported a position in SEDG in Q3 2025 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

  • Kelleher Financial Advisors held 170 shares of SolarEdge worth $9.94K as of Q2 2026.
  • Kelleher Financial Advisors left its SolarEdge share count unchanged in Q2 2026.
  • SolarEdge made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #620 holding.
  • Kelleher Financial Advisors first reported a position in SolarEdge in Q3 2025 and has held it in 4 quarters since.
  • 346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.