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Twin Peaks Wealth Advisors’s SolarEdge SEDG Stock Holding History

Twin Peaks 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
2026
Q1 		$8.58K Buy
+168
New +$6.32K ﹤0.01% 1141
2025
Q3 		– Sell
-151
Closed -$3.79K – 1751
2025
Q2 		$3.79K Buy
+151
New +$2.5K ﹤0.01% 1422

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Twin Peaks Wealth Advisors's SEDG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in SolarEdge (SEDG) in Q1 2026: 168 shares worth $8.58K. The stake represents ﹤0.01% of the portfolio and ranks #1141 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SEDG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SEDG in Q2 2025 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 168 shares of SolarEdge worth $8.58K as of Q1 2026.
  • SolarEdge was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • SolarEdge made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1141 holding.
  • Twin Peaks Wealth Advisors first reported a position in SolarEdge in Q2 2025 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.