Hill City Capital’s First Solar FSLR Stock Holding History

Hill City Capital’s Portfolio FSLR Stock Details FSLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$620M	Buy	2,628,130 +450,590	+21%	+$106M	14.48%	2
2026 Q1	$430M	Buy	2,177,540 +87,150	+4%	+$19.3M	15.35%	2
2025 Q4	$546M	Buy	2,090,390 +390	+0%	+$98.4K	20.61%	1
2025 Q3	$461M	Sell	2,090,000 -60,000	-3%	-$11.5M	19.49%	1
2025 Q2	$356M	Buy	2,150,000 +795,000	+59%	+$117M	17.6%	2
2025 Q1	$171M	Buy	1,355,000 +505,000	+59%	+$78.9M	12.75%	3
2024 Q4	$150M	Buy	850,000 +390,000	+85%	+$77.6M	9.6%	3
2024 Q3	$115M	Hold	460,000	–	–	7.58%	4
2024 Q2	$104M	Hold	460,000	–	–	7.45%	5
2024 Q1	$77.6M	Hold	460,000	–	–	5.72%	8
2023 Q4	$79.2M	Buy	460,000 +230,000	+100%	+$35.2M	7%	5
2023 Q3	$37.2M	Buy	230,000 +10,000	+5%	+$1.87M	4.99%	10
2023 Q2	$41.8M	Buy	+220,000	New	+$43.6M	6.4%	7

Other funds holding FSLR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Hill City Capital's FSLR Position: Q2 2026 in Review

Hill City Capital increased its First Solar (FSLR) stake by 21% in Q2 2026, buying an estimated $106M and bringing the position to 2,628,130 shares worth $620M. The position accounts for 14.48% of the portfolio, ranked #2.

Hill City Capital first reported a position in FSLR in Q2 2023 and has held it in 13 quarters since. 1,009 funds tracked by Wall St. Rank hold FSLR as of Q2 2026.

Hill City Capital held 2,628,130 shares of First Solar worth $620M as of Q2 2026.
Hill City Capital bought 450,590 First Solar shares in Q2 2026, an estimated $106M.
First Solar made up 14.48% of Hill City Capital's portfolio in Q2 2026, its #2 holding.
Hill City Capital first reported a position in First Solar in Q2 2023 and has held it in 13 quarters since.
1,009 funds tracked by Wall St. Rank held First Solar as of Q2 2026.

Based on Hill City Capital's 13F filing for Q2 2026, filed 13 Aug 2026.