John Overdeck’s First Solar FSLR Stock Holding History

John Overdeck’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	$3.14M	Buy	13,300 +8,300	+166%	+$1.95M	﹤0.01%	2579
2026 Q1	$986K	Sell	5,000 -3,100	-38%	-$686K	﹤0.01%	3268
2025 Q4	$2.12M	Buy	8,100 +6,100	+305%	+$1.54M	﹤0.01%	2398
2025 Q3	$441K	Buy	+2,000	New	+$384K	﹤0.01%	3041
2022 Q1	–	Sell	-103,200	Closed	-$8.99M	–	3258
2021 Q4	$8.99M	Buy	103,200 +73,300	+245%	+$7.54M	0.02%	852
2021 Q3	$2.85M	Sell	29,900 -20,800	-41%	-$1.93M	0.01%	1655
2021 Q2	$4.59M	Buy	50,700 +11,800	+30%	+$934K	0.01%	1256
2021 Q1	$3.4M	Buy	38,900 +28,900	+289%	+$2.65M	0.01%	1305
2020 Q4	$989K	Sell	10,000 -1,500	-13%	-$130K	﹤0.01%	2019
2020 Q3	$761K	Buy	11,500 +3,000	+35%	+$199K	﹤0.01%	1947
2020 Q2	$421K	Sell	8,500 -33,700	-80%	-$1.5M	﹤0.01%	2125
2020 Q1	$1.52M	Sell	42,200 -22,800	-35%	-$1.08M	0.01%	1127
2019 Q4	$3.64M	Buy	+65,000	New	+$3.57M	0.01%	1155
2019 Q3	–	Sell	-7,000	Closed	-$460K	–	3574
2019 Q2	$460K	Sell	7,000 -19,000	-73%	-$1.14M	﹤0.01%	2563
2019 Q1	$1.37M	Buy	26,000 +21,000	+420%	+$1.06M	﹤0.01%	1638
2018 Q4	$212K	Sell	5,000 -108,700	-96%	-$4.77M	﹤0.01%	2677
2018 Q3	$5.5M	Buy	113,700 +71,500	+169%	+$3.71M	0.02%	908
2018 Q2	$2.22M	Sell	42,200 -5,300	-11%	-$347K	0.01%	1537
2018 Q1	$3.37M	Buy	+47,500	New	+$3.23M	0.01%	1174
2017 Q4	–	Sell	-204,200	Closed	-$9.37M	–	3203
2017 Q3	$9.37M	Buy	204,200 +169,600	+490%	+$7.86M	0.03%	545
2017 Q2	$1.38M	Buy	+34,600	New	+$1.18M	0.01%	1688
2017 Q1	–	Sell	-15,000	Closed	-$481K	–	3019
2016 Q4	$481K	Buy	+15,000	New	+$526K	﹤0.01%	2530

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

HCC

Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 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

John Overdeck's FSLR Position: Q2 2026 in Review

John Overdeck reduced its First Solar (FSLR) stake by 92% in Q2 2026, selling an estimated $33.7M and leaving 11,715 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2697.

John Overdeck first reported a position in FSLR in Q2 2013 and has held it in 33 quarters since. The position peaked at $90.5M in Q1 2023. 1,003 funds tracked by Wall St. Rank hold FSLR as of Q2 2026.

John Overdeck held 11,715 shares of First Solar worth $2.76M as of Q2 2026.
John Overdeck sold 143,767 First Solar shares in Q2 2026, an estimated $33.7M.
First Solar made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2697 holding.
John Overdeck first reported a position in First Solar in Q2 2013 and has held it in 33 quarters since.
John Overdeck's First Solar position peaked at $90.5M in Q1 2023.
1,003 funds tracked by Wall St. Rank held First Solar as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.