Toth Financial Advisory
SEDG icon

Toth Financial Advisory’s SolarEdge SEDG Stock Holding History

Toth Financial 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
Q3 		– Sell
-25
Closed -$1.46K – 1088
2026
Q2 		$1.46K Buy
+25
New +$1.31K ﹤0.01% 783
2024
Q3 		– Sell
-50
Closed -$1.26K – 765
2024
Q2 		$1.26K Sell
50
-50
-50% -$2.6K ﹤0.01% 676
2024
Q1 		$7.1K Sell
100
-8
-7% -$577 ﹤0.01% 486
2023
Q4 		$10.1K Hold
108
– – ﹤0.01% 448
2023
Q3 		$14K Sell
108
-38
-26% -$7.29K ﹤0.01% 413
2023
Q2 		$39.3K Hold
146
– – 0.01% 300
2023
Q1 		$44.4K Hold
146
– – 0.01% 286
2022
Q4 		$41.4K Hold
146
– – 0.01% 296
2022
Q3 		$34K Hold
146
– – 0.01% 316
2022
Q2 		$40K Hold
146
– – 0.01% 294
2022
Q1 		$47K Hold
146
– – 0.01% 297
2021
Q4 		$41K Hold
146
– – 0.01% 315
2021
Q3 		$39K Hold
146
– – 0.01% 329
2021
Q2 		$40K Hold
146
– – 0.01% 300
2021
Q1 		$42K Hold
146
– – 0.01% 306
2020
Q4 		$47K Buy
146
+46
+46% +$12.7K 0.01% 264
2020
Q3 		$24K Hold
100
– – ﹤0.01% 293
2020
Q2 		$14K Sell
100
-50
-33% -$6.11K ﹤0.01% 319
2020
Q1 		$12K Buy
150
+25
+20% +$2.64K ﹤0.01% 265
2019
Q4 		$12K Buy
125
+100
+400% +$8.55K ﹤0.01% 290
2019
Q3 		$2K Buy
+25
New +$1.86K ﹤0.01% 423

Other funds holding SEDG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Covenant Asset Management
Covenant Asset Management Chester, New Jersey $746M AUM 30.08% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Element Pointe Advisors
Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Toth Financial Advisory's SEDG Position: Q3 2026 in Review

Toth Financial Advisory sold out of SolarEdge (SEDG) in Q3 2026, closing a stake of 25 shares — an estimated $1.46K sold.

Toth Financial Advisory first reported a position in SEDG in Q3 2019 and held it in 21 quarters. The position peaked at $47K in Q1 2022. 56 funds tracked by Wall St. Rank hold SEDG as of Q3 2026.

  • Toth Financial Advisory reported no remaining SolarEdge position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 25 SolarEdge shares in Q3 2026, an estimated $1.46K.
  • Toth Financial Advisory first reported a position in SolarEdge in Q3 2019 and held it in 21 quarters.
  • Toth Financial Advisory's SolarEdge position peaked at $47K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held SolarEdge as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.