Mount Yale Investment Advisors’s SolarEdge SEDG Stock Holding History

Mount Yale Investment 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	$216K	Buy	+3,703	New	+$194K	﹤0.01%	1119
2023 Q1	–	Sell	-1,582	Closed	-$448K	–	526
2022 Q4	$448K	Buy	1,582 +627	+66%	+$166K	0.05%	296
2022 Q3	$221K	Sell	955 -890	-48%	-$263K	0.03%	404
2022 Q2	$505K	Buy	1,845 +541	+41%	+$148K	0.06%	291
2022 Q1	$420K	Buy	1,304 +423	+48%	+$116K	0.05%	322
2021 Q4	$247K	Sell	881 -1,425	-62%	-$450K	0.03%	412
2021 Q3	$612K	Buy	+2,306	New	+$628K	0.07%	250

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's SEDG Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in SolarEdge (SEDG) in Q2 2026: 3,703 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SEDG as recently as Q4 2022.

Mount Yale Investment Advisors first reported a position in SEDG in Q3 2021 and has held it in 7 quarters since. The position peaked at $612K in Q3 2021. 348 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Mount Yale Investment Advisors held 3,703 shares of SolarEdge worth $216K as of Q2 2026.
SolarEdge was a new Mount Yale Investment Advisors position in Q2 2026.
SolarEdge made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1119 holding.
Mount Yale Investment Advisors first reported a position in SolarEdge in Q3 2021 and has held it in 7 quarters since.
Mount Yale Investment Advisors's SolarEdge position peaked at $612K in Q3 2021.
348 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.