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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Advisory Services's SEDG Position: Q1 2026 in Review

Kestra Advisory Services sold out of SolarEdge (SEDG) in Q1 2026, closing a stake of 1,091 shares — an estimated $31.5K sold.

Kestra Advisory Services first reported a position in SEDG in Q4 2020 and held it in 11 quarters. The position peaked at $777K in Q2 2023. 327 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

  • Kestra Advisory Services reported no remaining SolarEdge position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,091 SolarEdge shares in Q1 2026, an estimated $31.5K.
  • Kestra Advisory Services first reported a position in SolarEdge in Q4 2020 and held it in 11 quarters.
  • Kestra Advisory Services's SolarEdge position peaked at $777K in Q2 2023.
  • 327 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.