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Root Financial Partners’s SolarEdge SEDG Stock Holding History

Root Financial Partners’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 		– Sell
-4
Closed -$204 – 2674
2026
Q1 		$204 Buy
+4
New +$150 ﹤0.01% 3151

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Root Financial Partners's SEDG Position: Q2 2026 in Review

Root Financial Partners sold out of SolarEdge (SEDG) in Q2 2026, closing a stake of 4 shares — an estimated $204 sold.

Root Financial Partners first reported a position in SEDG in Q1 2026 and held it in 1 quarter. The position peaked at $204 in Q1 2026. 348 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

  • Root Financial Partners reported no remaining SolarEdge position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 SolarEdge shares in Q2 2026, an estimated $204.
  • Root Financial Partners first reported a position in SolarEdge in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's SolarEdge position peaked at $204 in Q1 2026.
  • 348 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.