Plante Moran Financial Advisors’s SolarEdge SEDG Stock Holding History

Plante Moran Financial 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	$935	Buy	+16	New	+$838	﹤0.01%	926
2024 Q1	–	Sell	-125	Closed	-$11.7K	–	921
2023 Q4	$11.7K	Hold	125	–	–	﹤0.01%	534
2023 Q3	$16.2K	Hold	125	–	–	﹤0.01%	463
2023 Q2	$33.6K	Hold	125	–	–	﹤0.01%	352
2023 Q1	$38K	Hold	125	–	–	0.01%	332
2022 Q4	$35.4K	Hold	125	–	–	0.01%	362
2022 Q3	$29K	Hold	125	–	–	0.01%	395
2022 Q2	$34K	Hold	125	–	–	0.01%	369
2022 Q1	$40K	Sell	125 -3	-2%	-$824	0.01%	364
2021 Q4	$36K	Sell	128 -150	-54%	-$47.4K	0.01%	426
2021 Q3	$74K	Buy	278 +150	+117%	+$40.8K	0.02%	311
2021 Q2	$35K	Hold	128	–	–	0.01%	443
2021 Q1	$37K	Hold	128	–	–	0.01%	423
2020 Q4	$41K	Buy	128 +3	+2%	+$829	0.01%	394
2020 Q3	$30K	Buy	+125	New	+$24K	0.01%	411
2020 Q2	–	Sell	-500	Closed	-$41K	–	833
2020 Q1	$41K	Buy	+500	New	+$52.9K	0.02%	283

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

Plante Moran Financial Advisors's SEDG Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in SolarEdge (SEDG) in Q2 2026: 16 shares worth $935. The stake represents ﹤0.01% of the portfolio and ranks #926 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in SEDG as recently as Q4 2023.

Plante Moran Financial Advisors first reported a position in SEDG in Q1 2020 and has held it in 16 quarters since. The position peaked at $74K in Q3 2021. 348 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Plante Moran Financial Advisors held 16 shares of SolarEdge worth $935 as of Q2 2026.
SolarEdge was a new Plante Moran Financial Advisors position in Q2 2026.
SolarEdge made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #926 holding.
Plante Moran Financial Advisors first reported a position in SolarEdge in Q1 2020 and has held it in 16 quarters since.
Plante Moran Financial Advisors's SolarEdge position peaked at $74K in Q3 2021.
348 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.