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Legacy Wealth Management (Idaho)’s SolarEdge SEDG Stock Holding History

Legacy Wealth Management (Idaho)’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 		$256 Hold
5
– – ﹤0.01% 979
2025
Q4 		$145 Hold
5
– – ﹤0.01% 886
2025
Q3 		$185 Hold
5
– – ﹤0.01% 742
2025
Q2 		$102 Hold
5
– – ﹤0.01% 737
2025
Q1 		$81 Hold
5
– – ﹤0.01% 803
2024
Q4 		$72 Hold
5
– – ﹤0.01% 739
2024
Q3 		$61 Buy
+5
New +$122 ﹤0.01% 693

Other funds holding SEDG

BlackRock
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
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

Legacy Wealth Management (Idaho)'s SEDG Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its SolarEdge (SEDG) position steady in Q1 2026 at 5 shares worth $256. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Legacy Wealth Management (Idaho) first reported a position in SEDG in Q3 2024 and has held it in 7 quarters since. 325 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 5 shares of SolarEdge worth $256 as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its SolarEdge share count unchanged in Q1 2026.
  • SolarEdge made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #979 holding.
  • Legacy Wealth Management (Idaho) first reported a position in SolarEdge in Q3 2024 and has held it in 7 quarters since.
  • 325 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.