Larson Financial Group’s SolarEdge SEDG Stock Holding History

Larson Financial Group’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	$1.53K	Buy	+30	New	+$1.13K	﹤0.01%	3036
2025 Q3	–	Sell	-4	Closed	-$82	–	3619
2025 Q2	$82	Sell	4 -2	-33%	-$33	﹤0.01%	3188
2025 Q1	$97	Hold	6	–	–	﹤0.01%	2916
2024 Q4	$82	Hold	6	–	–	﹤0.01%	2638
2024 Q3	$137	Hold	6	–	–	﹤0.01%	2470
2024 Q2	$152	Buy	+6	New	+$312	﹤0.01%	2149
2024 Q1	–	Sell	-4	Closed	-$374	–	1886
2023 Q4	$374	Hold	4	–	–	﹤0.01%	1596
2023 Q3	$518	Hold	4	–	–	﹤0.01%	1575
2023 Q2	$1.08K	Hold	4	–	–	﹤0.01%	1357
2023 Q1	$1.22K	Hold	4	–	–	﹤0.01%	1321
2022 Q4	$1.13K	Hold	4	–	–	﹤0.01%	1273
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	1241
2022 Q2	$1K	Buy	+4	New	+$1.09K	﹤0.01%	1139

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMH

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Larson Financial Group's SEDG Position: Q1 2026 in Review

Larson Financial Group opened a new position in SolarEdge (SEDG) in Q1 2026: 30 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #3036 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in SEDG as recently as Q2 2025.

Larson Financial Group first reported a position in SEDG in Q2 2022 and has held it in 13 quarters since. 325 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

Larson Financial Group held 30 shares of SolarEdge worth $1.53K as of Q1 2026.
SolarEdge was a new Larson Financial Group position in Q1 2026.
SolarEdge made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3036 holding.
Larson Financial Group first reported a position in SolarEdge in Q2 2022 and has held it in 13 quarters since.
325 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.