SSG
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Summit Securities Group’s SolarEdge SEDG Stock Holding History

Summit Securities Group’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
2021
Q2 		– Sell
-20
Closed -$575K – 839
2021
Q1 		$575K Buy
+20
New +$6.03K 0.06% 288

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Invesco
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UBS Group
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VPM
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Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's SEDG Position: Q1 2026 in Review

Summit Securities Group opened a new position in SolarEdge (SEDG) in Q1 2026: 450 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in SEDG as recently as Q2 2024.

Summit Securities Group first reported a position in SEDG in Q1 2021 and has held it in 9 quarters since. The position peaked at $575K in Q1 2021. 325 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

  • Summit Securities Group held 450 shares of SolarEdge worth $23K as of Q1 2026.
  • SolarEdge was a new Summit Securities Group position in Q1 2026.
  • SolarEdge made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #500 holding.
  • Summit Securities Group first reported a position in SolarEdge in Q1 2021 and has held it in 9 quarters since.
  • Summit Securities Group's SolarEdge position peaked at $575K in Q1 2021.
  • 325 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.