EverSource Wealth Advisors’s Solid Power SLDP Stock Holding History

EverSource Wealth Advisors’s Portfolio SLDP Stock Details SLDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$143	Sell	55 -911	-94%	-$2.81K	﹤0.01%	4278
2026 Q1	$2.9K	Buy	966 +34	+4%	+$137	﹤0.01%	3505
2025 Q4	$3.96K	Sell	932 -43	-4%	-$237	﹤0.01%	3209
2025 Q3	$3.38K	Sell	975 -67	-6%	-$253	﹤0.01%	3316
2025 Q2	$2.28K	Buy	1,042 +936	+883%	+$1.31K	﹤0.01%	3464
2025 Q1	$111	Buy	+106	New	+$145	﹤0.01%	3814
2023 Q2	–	Sell	-228	Closed	-$686	–	2596
2023 Q1	$686	Sell	228 -592	-72%	-$1.79K	﹤0.01%	2177
2022 Q4	$2.08K	Buy	+820	New	+$3.5K	﹤0.01%	1906

Other funds holding SLDP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EverSource Wealth Advisors's SLDP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Solid Power (SLDP) stake by 94% in Q2 2026, selling an estimated $2.81K and leaving 55 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #4278.

EverSource Wealth Advisors first reported a position in SLDP in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.96K in Q4 2025. 190 funds tracked by Wall St. Rank hold SLDP as of Q2 2026.

EverSource Wealth Advisors held 55 shares of Solid Power worth $143 as of Q2 2026.
EverSource Wealth Advisors sold 911 Solid Power shares in Q2 2026, an estimated $2.81K.
Solid Power made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4278 holding.
EverSource Wealth Advisors first reported a position in Solid Power in Q4 2022 and has held it in 8 quarters since.
EverSource Wealth Advisors's Solid Power position peaked at $3.96K in Q4 2025.
190 funds tracked by Wall St. Rank held Solid Power as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.