McGowan Group Asset Management’s SolarEdge SEDG Stock Holding History

McGowan Group Asset 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
2026 Q2	$233K	Sell	3,992 -1,300	-25%	-$68.1K	0.03%	125
2026 Q1	$270K	Buy	+5,292	New	+$199K	0.03%	110
2024 Q1	–	Sell	-6,111	Closed	-$572K	–	138
2023 Q4	$572K	Sell	6,111 -514	-8%	-$46.8K	0.09%	63
2023 Q3	$858K	Buy	6,625 +1,139	+21%	+$219K	0.14%	52
2023 Q2	$1.48M	Buy	5,486 +1,155	+27%	+$331K	0.23%	51
2023 Q1	$1.32M	Buy	4,331 +1,953	+82%	+$595K	0.21%	50
2022 Q4	$674K	Buy	2,378 +1,407	+145%	+$373K	0.11%	67
2022 Q3	$225K	Sell	971 -726	-43%	-$214K	0.04%	105
2022 Q2	$464K	Buy	1,697 +465	+38%	+$127K	0.08%	70
2022 Q1	$397K	Buy	1,232 +388	+46%	+$107K	0.06%	80
2021 Q4	$237K	Buy	+844	New	+$266K	0.04%	112

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

HIIFS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

McGowan Group Asset Management's SEDG Position: Q2 2026 in Review

McGowan Group Asset Management reduced its SolarEdge (SEDG) stake by 25% in Q2 2026, selling an estimated $68.1K and leaving 3,992 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #125.

McGowan Group Asset Management first reported a position in SEDG in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.48M in Q2 2023. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

McGowan Group Asset Management held 3,992 shares of SolarEdge worth $233K as of Q2 2026.
McGowan Group Asset Management sold 1,300 SolarEdge shares in Q2 2026, an estimated $68.1K.
SolarEdge made up 0.03% of McGowan Group Asset Management's portfolio in Q2 2026, its #125 holding.
McGowan Group Asset Management first reported a position in SolarEdge in Q4 2021 and has held it in 11 quarters since.
McGowan Group Asset Management's SolarEdge position peaked at $1.48M in Q2 2023.
346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on McGowan Group Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.