JR
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John Rogers’s First Solar FSLR Stock Holding History

John Rogers’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 		$57.2M Sell
242,450
-29,030
-11% -$6.81M 0.57% 45
2026
Q1 		$53.6M Buy
271,480
+19,915
+8% +$4.4M 0.6% 45
2025
Q4 		$65.7M Sell
251,565
-73,951
-23% -$18.7M 0.71% 40
2025
Q3 		$71.8M Buy
325,516
+18,224
+6% +$3.5M 0.77% 43
2025
Q2 		$50.9M Buy
+307,292
New +$45.4M 0.58% 48

Other funds holding FSLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Rogers's FSLR Position: Q2 2026 in Review

John Rogers reduced its First Solar (FSLR) stake by 11% in Q2 2026, selling an estimated $6.81M and leaving 242,450 shares worth $57.2M. The position accounts for 0.57% of the portfolio, ranked #45.

John Rogers first reported a position in FSLR in Q2 2025 and has held it in 5 quarters since. The position peaked at $71.8M in Q3 2025. 1,003 funds tracked by Wall St. Rank hold FSLR as of Q2 2026.

  • John Rogers held 242,450 shares of First Solar worth $57.2M as of Q2 2026.
  • John Rogers sold 29,030 First Solar shares in Q2 2026, an estimated $6.81M.
  • First Solar made up 0.57% of John Rogers's portfolio in Q2 2026, its #45 holding.
  • John Rogers first reported a position in First Solar in Q2 2025 and has held it in 5 quarters since.
  • John Rogers's First Solar position peaked at $71.8M in Q3 2025.
  • 1,003 funds tracked by Wall St. Rank held First Solar as of Q2 2026.

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