Williamson Legacy Group’s SolarEdge SEDG Stock Holding History

Williamson Legacy Group’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	$3.72M	Buy	63,738 +21,168	+50%	+$1.11M	1.85%	17
2026 Q1	$2.17M	Sell	42,570 -131	-0.3%	-$4.93K	1.63%	17
2025 Q4	$1.23M	Sell	42,701 -7,744	-15%	-$270K	0.96%	44
2025 Q3	$1.87M	Buy	+50,445	New	+$1.51M	1.44%	23

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

Williamson Legacy Group's SEDG Position: Q2 2026 in Review

Williamson Legacy Group increased its SolarEdge (SEDG) stake by 50% in Q2 2026, buying an estimated $1.11M and bringing the position to 63,738 shares worth $3.72M. The position accounts for 1.85% of the portfolio, ranked #17.

Williamson Legacy Group first reported a position in SEDG in Q3 2025 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Williamson Legacy Group held 63,738 shares of SolarEdge worth $3.72M as of Q2 2026.
Williamson Legacy Group bought 21,168 SolarEdge shares in Q2 2026, an estimated $1.11M.
SolarEdge made up 1.85% of Williamson Legacy Group's portfolio in Q2 2026, its #17 holding.
Williamson Legacy Group first reported a position in SolarEdge in Q3 2025 and has held it in 4 quarters since.
346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.