U.S. Capital Wealth Advisors’s SolarEdge SEDG Stock Holding History

U.S. Capital 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	$511K	Hold	10,000	–	–	0.01%	670
2025 Q4	$289K	Hold	10,000	–	–	0.01%	817
2025 Q3	$370K	Hold	10,000	–	–	0.01%	707
2025 Q2	$204K	Buy	+10,000	New	+$165K	0.01%	834
2023 Q1	–	Sell	-49	Closed	-$13.9K	–	1368
2022 Q4	$13.9K	Buy	+49	New	+$13K	﹤0.01%	1199

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

U.S. Capital Wealth Advisors's SEDG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its SolarEdge (SEDG) position steady in Q1 2026 at 10,000 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #670.

U.S. Capital Wealth Advisors first reported a position in SEDG in Q4 2022 and has held it in 5 quarters since. 327 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

U.S. Capital Wealth Advisors held 10,000 shares of SolarEdge worth $511K as of Q1 2026.
U.S. Capital Wealth Advisors left its SolarEdge share count unchanged in Q1 2026.
SolarEdge made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #670 holding.
U.S. Capital Wealth Advisors first reported a position in SolarEdge in Q4 2022 and has held it in 5 quarters since.
327 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.