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Pinnacle Wealth Planning Services’s SolarEdge SEDG Stock Holding History

Pinnacle Wealth Planning Services’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 		$90.3K Buy
1,546
+64
+4% +$3.35K 0.01% 929
2026
Q1 		$75.7K Buy
1,482
+66
+5% +$2.48K 0.01% 969
2025
Q4 		$40.9K Buy
+1,416
New +$49.4K ﹤0.01% 1343
2021
Q1 		– Sell
-6
Closed -$2K – 1655
2020
Q4 		$2K Buy
+6
New +$1.66K ﹤0.01% 1972

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's SEDG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its SolarEdge (SEDG) stake by 4.3% in Q2 2026, buying an estimated $3.35K and bringing the position to 1,546 shares worth $90.3K. The position accounts for 0.01% of the portfolio, ranked #929.

Pinnacle Wealth Planning Services first reported a position in SEDG in Q4 2020 and has held it in 4 quarters since. 349 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,546 shares of SolarEdge worth $90.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 64 SolarEdge shares in Q2 2026, an estimated $3.35K.
  • SolarEdge made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #929 holding.
  • Pinnacle Wealth Planning Services first reported a position in SolarEdge in Q4 2020 and has held it in 4 quarters since.
  • 349 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.