Loring Wolcott & Coolidge Fiduciary Advisors’s SolarEdge SEDG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q2	$81.8K	Hold	1,400	–	–	﹤0.01%	401
2026 Q1	$58.5K	Hold	1,400	–	–	﹤0.01%	412
2025 Q4	$48.7K	Hold	1,400	–	–	﹤0.01%	418
2025 Q3	$52.9K	Hold	1,400	–	–	﹤0.01%	420
2025 Q2	$28.6K	Sell	1,400 -15	-1%	-$248	﹤0.01%	430
2025 Q1	$16.9K	Hold	1,415	–	–	﹤0.01%	454
2024 Q4	$20K	Buy	1,415 +1,000	+241%	+$15.4K	﹤0.01%	453
2024 Q3	$6.33K	Hold	415	–	–	﹤0.01%	514
2024 Q2	$12.5K	Hold	415	–	–	﹤0.01%	479
2024 Q1	$22.6K	Hold	415	–	–	﹤0.01%	449
2023 Q4	$27.6K	Buy	415 +5	+1%	+$455	﹤0.01%	442
2023 Q3	$29.8K	Buy	410 +400	+4,000%	+$76.7K	﹤0.01%	457
2023 Q2	$2.69K	Hold	10	–	–	﹤0.01%	606
2023 Q1	$3.04K	Hold	10	–	–	﹤0.01%	562
2022 Q4	$2.83K	Hold	10	–	–	﹤0.01%	546
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	586
2022 Q2	$3K	Hold	10	–	–	﹤0.01%	598
2022 Q1	$3K	Hold	10	–	–	﹤0.01%	609
2021 Q4	$3K	Hold	10	–	–	﹤0.01%	682
2021 Q3	$3K	Hold	10	–	–	﹤0.01%	691
2021 Q2	$3K	Buy	+10	New	+$2.52K	﹤0.01%	813

Other funds holding SEDG

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BGC

Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SEDG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its SolarEdge (SEDG) position steady in Q2 2026 at 1,400 shares worth $81.8K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SEDG in Q2 2021 and has held it in 21 quarters since. 130 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,400 shares of SolarEdge worth $81.8K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its SolarEdge share count unchanged in Q2 2026.
SolarEdge made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #401 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SolarEdge in Q2 2021 and has held it in 21 quarters since.
130 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.