Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s SolarEdge SEDG Stock Holding History

Steward Partners Investment Advisory’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 		$12.4M Buy
+212,797
New +$11.1M 0.06% 293
2025
Q4 		– Sell
-1
Closed -$37 – 4450
2025
Q3 		$37 Hold
1
– – ﹤0.01% 4219
2025
Q2 		$20 Hold
1
– – ﹤0.01% 4091
2025
Q1 		$16 Hold
1
– – ﹤0.01% 3997
2024
Q4 		$14 Hold
1
– – ﹤0.01% 3957
2024
Q3 		$23 Sell
1
-1
-50% -$24 ﹤0.01% 3709
2024
Q2 		$51 Hold
2
– – ﹤0.01% 3571
2024
Q1 		$142 Sell
2
-22
-92% -$1.59K ﹤0.01% 3488
2023
Q4 		$2.25K Sell
24
-24
-50% -$2.19K ﹤0.01% 3180
2023
Q3 		$6.22K Sell
48
-58
-55% -$11.1K ﹤0.01% 2756
2023
Q2 		$28.5K Sell
106
-15
-12% -$4.3K ﹤0.01% 2108
2023
Q1 		$36.8K Sell
121
-24
-17% -$7.32K ﹤0.01% 1986
2022
Q4 		$41.1K Buy
145
+48
+49% +$12.7K ﹤0.01% 1917
2022
Q3 		$22K Buy
97
+2
+2% +$590 ﹤0.01% 2195
2022
Q2 		$26K Buy
95
+42
+79% +$11.5K ﹤0.01% 2120
2022
Q1 		$17K Buy
53
+10
+23% +$2.75K ﹤0.01% 2450
2021
Q4 		$12K Sell
43
-334
-89% -$105K ﹤0.01% 2538
2021
Q3 		$100K Sell
377
-366
-49% -$99.6K ﹤0.01% 1551
2021
Q2 		$205K Sell
743
-58
-7% -$14.6K ﹤0.01% 1531
2021
Q1 		$230K Buy
801
+450
+128% +$136K ﹤0.01% 1232
2020
Q4 		$112K Buy
351
+286
+440% +$79K ﹤0.01% 1317
2020
Q3 		$15K Buy
65
+15
+30% +$2.88K ﹤0.01% 1986
2020
Q2 		$7K Sell
50
-50
-50% -$6.11K ﹤0.01% 2179
2020
Q1 		$8K Hold
100
– – ﹤0.01% 1945
2019
Q4 		$9K Hold
100
– – ﹤0.01% 2065
2019
Q3 		$8K Hold
100
– – ﹤0.01% 2096
2019
Q2 		$6K Buy
+100
New +$5.05K ﹤0.01% 2171

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
Menora Mivtachim Holdings
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Harel Insurance Investments & Financial Services
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 $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Migdal Insurance & Financial Holdings
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

Steward Partners Investment Advisory's SEDG Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in SolarEdge (SEDG) in Q2 2026: 212,797 shares worth $12.4M. The stake represents 0.06% of the portfolio and ranks #293 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in SEDG as recently as Q3 2025.

Steward Partners Investment Advisory first reported a position in SEDG in Q2 2019 and has held it in 27 quarters since. 348 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

  • Steward Partners Investment Advisory held 212,797 shares of SolarEdge worth $12.4M as of Q2 2026.
  • SolarEdge was a new Steward Partners Investment Advisory position in Q2 2026.
  • SolarEdge made up 0.06% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #293 holding.
  • Steward Partners Investment Advisory first reported a position in SolarEdge in Q2 2019 and has held it in 27 quarters since.
  • 348 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.