Kestra Advisory Services’s SolarEdge SEDG Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-1,091	Closed	-$31.5K	–	4190
2025 Q4	$31.5K	Buy	+1,091	New	+$38K	﹤0.01%	4264
2023 Q3	–	Sell	-2,889	Closed	-$777K	–	2220
2023 Q2	$777K	Buy	2,889 +1,981	+218%	+$568K	0.01%	1095
2023 Q1	$276K	Sell	908 -420	-32%	-$128K	﹤0.01%	1620
2022 Q4	$376K	Sell	1,328 -1,465	-52%	-$389K	﹤0.01%	1575
2022 Q3	$646K	Buy	2,793 +1,501	+116%	+$443K	0.01%	1177
2022 Q2	$354K	Buy	1,292 +409	+46%	+$112K	﹤0.01%	1519
2022 Q1	$285K	Buy	883 +146	+20%	+$40.1K	﹤0.01%	1624
2021 Q4	$207K	Sell	737 -1,792	-71%	-$566K	﹤0.01%	1859
2021 Q3	$671K	Buy	+2,529	New	+$688K	0.01%	1235
2021 Q2	–	Sell	-1,702	Closed	-$489K	–	2032
2021 Q1	$489K	Buy	1,702 +368	+28%	+$111K	0.01%	1204
2020 Q4	$426K	Buy	+1,334	New	+$369K	﹤0.01%	1296

Other funds holding SEDG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return