Wealth Enhancement Advisory Services’s SolarEdge SEDG Stock Holding History

Wealth Enhancement Advisory Services’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	$297K	Buy	5,390 +65	+1%	+$3.41K	﹤0.01%	3212
2026 Q1	$260K	Buy	+5,325	New	+$200K	﹤0.01%	2914
2025 Q4	–	Sell	-5,827	Closed	-$207K	–	3781
2025 Q3	$207K	Buy	+5,827	New	+$174K	﹤0.01%	3111
2024 Q1	–	Sell	-3,043	Closed	-$285K	–	2561
2023 Q4	$285K	Sell	3,043 -25,198	-89%	-$2.29M	﹤0.01%	1854
2023 Q3	$3.66M	Buy	+28,241	New	+$5.42M	0.01%	664

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

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

YAVAPFMC

Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel $144M AUM 82.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Wealth Enhancement Advisory Services's SEDG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its SolarEdge (SEDG) stake by 1.2% in Q2 2026, buying an estimated $3.41K and bringing the position to 5,390 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #3212.

Wealth Enhancement Advisory Services first reported a position in SEDG in Q3 2023 and has held it in 5 quarters since. The position peaked at $3.66M in Q3 2023. 45 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Wealth Enhancement Advisory Services held 5,390 shares of SolarEdge worth $297K as of Q2 2026.
Wealth Enhancement Advisory Services bought 65 SolarEdge shares in Q2 2026, an estimated $3.41K.
SolarEdge made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3212 holding.
Wealth Enhancement Advisory Services first reported a position in SolarEdge in Q3 2023 and has held it in 5 quarters since.
Wealth Enhancement Advisory Services's SolarEdge position peaked at $3.66M in Q3 2023.
45 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.