Whittier Trust’s SolarEdge SEDG Stock Holding History

Whittier Trust’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	$22.5K	Hold	396	–	–	﹤0.01%	1000
2026 Q1	$17.9K	Sell	396 -350	-47%	-$13.2K	﹤0.01%	1020
2025 Q4	$23K	Hold	746	–	–	﹤0.01%	997
2025 Q3	$27K	Buy	+746	New	+$22.3K	﹤0.01%	960
2024 Q2	–	Sell	-18	Closed	-$1.27K	–	1581
2024 Q1	$1.27K	Hold	18	–	–	﹤0.01%	1443
2023 Q4	$1.68K	Sell	18 -15	-45%	-$1.36K	﹤0.01%	1415
2023 Q3	$4.27K	Hold	33	–	–	﹤0.01%	1396
2023 Q2	$8.88K	Hold	33	–	–	﹤0.01%	1286
2023 Q1	$10K	Buy	33 +18	+120%	+$5.49K	﹤0.01%	1299
2022 Q4	$4.25K	Buy	+15	New	+$3.98K	﹤0.01%	1405
2022 Q3	–	Sell	-5	Closed	-$1K	–	1751
2022 Q2	$1K	Buy	+5	New	+$1.37K	﹤0.01%	1645

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 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

MMH

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Whittier Trust's SEDG Position: Q2 2026 in Review

Whittier Trust held its SolarEdge (SEDG) position steady in Q2 2026 at 396 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Whittier Trust first reported a position in SEDG in Q2 2022 and has held it in 11 quarters since. The position peaked at $27K in Q3 2025. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Whittier Trust held 396 shares of SolarEdge worth $22.5K as of Q2 2026.
Whittier Trust left its SolarEdge share count unchanged in Q2 2026.
SolarEdge made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1000 holding.
Whittier Trust first reported a position in SolarEdge in Q2 2022 and has held it in 11 quarters since.
Whittier Trust's SolarEdge position peaked at $27K in Q3 2025.
346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.