True Wealth Design’s SolarEdge SEDG Stock Holding History

True Wealth Design’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	$351	Buy	+6	New	+$314	﹤0.01%	2316
2024 Q1	–	Sell	-1	Closed	-$94	–	807
2023 Q4	$94	Hold	1	–	–	﹤0.01%	740
2023 Q3	$130	Hold	1	–	–	﹤0.01%	701
2023 Q2	$270	Hold	1	–	–	﹤0.01%	607
2023 Q1	$304	Hold	1	–	–	﹤0.01%	656
2022 Q4	$283	Buy	+1	New	+$265	﹤0.01%	597

Other funds holding SEDG

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $121M AUM

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

KTC

Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return

True Wealth Design's SEDG Position: Q2 2026 in Review

True Wealth Design opened a new position in SolarEdge (SEDG) in Q2 2026: 6 shares worth $351. The stake represents ﹤0.01% of the portfolio and ranks #2316 among its holdings. This is a return to the name: True Wealth Design previously reported a position in SEDG as recently as Q4 2023.

True Wealth Design first reported a position in SEDG in Q4 2022 and has held it in 6 quarters since. 23 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

True Wealth Design held 6 shares of SolarEdge worth $351 as of Q2 2026.
SolarEdge was a new True Wealth Design position in Q2 2026.
SolarEdge made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2316 holding.
True Wealth Design first reported a position in SolarEdge in Q4 2022 and has held it in 6 quarters since.
23 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.