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Kingsview Wealth Management’s SolarEdge SEDG Stock Holding History

Kingsview Wealth Management’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
2021
Q1 		– Sell
-300
Closed -$1K – 925
2020
Q4 		$1K Buy
+300
New +$82.9K ﹤0.01% 724

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
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 $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's SEDG Position: Q1 2026 in Review

Kingsview Wealth Management reduced its SolarEdge (SEDG) stake by 33% in Q1 2026, selling an estimated $417K and leaving 22,086 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #649.

Kingsview Wealth Management first reported a position in SEDG in Q3 2020 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2020. 325 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

  • Kingsview Wealth Management held 22,086 shares of SolarEdge worth $1.13M as of Q1 2026.
  • Kingsview Wealth Management sold 11,075 SolarEdge shares in Q1 2026, an estimated $417K.
  • SolarEdge made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #649 holding.
  • Kingsview Wealth Management first reported a position in SolarEdge in Q3 2020 and has held it in 6 quarters since.
  • Kingsview Wealth Management's SolarEdge position peaked at $1.13M in Q4 2020.
  • 325 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.