SOA Wealth Advisors’s SolarEdge SEDG Stock Holding History

SOA Wealth 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
2025 Q2	–	Sell	-25	Closed	-$405	–	928
2025 Q1	$405	Hold	25	–	–	﹤0.01%	796
2024 Q4	$340	Hold	25	–	–	﹤0.01%	800
2024 Q3	$573	Hold	25	–	–	﹤0.01%	745
2024 Q2	$632	Hold	25	–	–	﹤0.01%	754
2024 Q1	$1.77K	Hold	25	–	–	﹤0.01%	720
2023 Q4	$2.34K	Hold	25	–	–	﹤0.01%	686
2023 Q3	$3.24K	Hold	25	–	–	﹤0.01%	664
2023 Q2	$6.73K	Hold	25	–	–	﹤0.01%	579
2023 Q1	$7.6K	Hold	25	–	–	﹤0.01%	565
2022 Q4	$7.08K	Hold	25	–	–	﹤0.01%	567
2022 Q3	$5K	Hold	25	–	–	﹤0.01%	611
2022 Q2	$6K	Hold	25	–	–	﹤0.01%	573
2022 Q1	$8K	Hold	25	–	–	﹤0.01%	626
2021 Q4	$7K	Hold	25	–	–	﹤0.01%	626
2021 Q3	$6K	Hold	25	–	–	﹤0.01%	667
2021 Q2	$6K	Buy	+25	New	+$6.3K	﹤0.01%	651

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SOA Wealth Advisors's SEDG Position: Q2 2025 in Review

SOA Wealth Advisors sold out of SolarEdge (SEDG) in Q2 2025, closing a stake of 25 shares — an estimated $405 sold.

SOA Wealth Advisors first reported a position in SEDG in Q2 2021 and held it in 16 quarters. The position peaked at $8K in Q1 2022. 263 funds tracked by Wall St. Rank hold SEDG as of Q2 2025.

SOA Wealth Advisors reported no remaining SolarEdge position as of Q2 2025 after selling out during the quarter.
SOA Wealth Advisors sold 25 SolarEdge shares in Q2 2025, an estimated $405.
SOA Wealth Advisors first reported a position in SolarEdge in Q2 2021 and held it in 16 quarters.
SOA Wealth Advisors's SolarEdge position peaked at $8K in Q1 2022.
263 funds tracked by Wall St. Rank held SolarEdge as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.