Kestra Advisory Services’s Solid Power SLDP Stock Holding History

Kestra Advisory Services’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 Q1	$30.4K	Buy	10,121 +250	+3%	+$1.01K	﹤0.01%	3078
2025 Q4	$42K	Buy	+9,871	New	+$54.5K	﹤0.01%	4055
2025 Q1	–	Sell	-15,435	Closed	-$29.2K	–	2888
2024 Q4	$29.2K	Buy	15,435 +1,100	+8%	+$1.36K	﹤0.01%	2629
2024 Q3	$19.4K	Sell	14,335 -19,995	-58%	-$31.6K	﹤0.01%	2532
2024 Q2	$56.6K	Sell	34,330 -697	-2%	-$1.2K	﹤0.01%	2556
2024 Q1	$71.1K	Buy	35,027 +1,040	+3%	+$1.58K	﹤0.01%	2386
2023 Q4	$49.3K	Sell	33,987 -76,800	-69%	-$115K	﹤0.01%	2219
2023 Q3	$224K	Buy	110,787 +85,369	+336%	+$202K	﹤0.01%	1867
2023 Q2	$64.6K	Sell	25,418 -14,000	-36%	-$32.3K	﹤0.01%	2032
2023 Q1	$119K	Buy	39,418 +4,295	+12%	+$13K	﹤0.01%	1936
2022 Q4	$89.2K	Sell	35,123 -169	-0.5%	-$722	﹤0.01%	2152
2022 Q3	$186K	Buy	35,292 +546	+2%	+$3.45K	﹤0.01%	1895
2022 Q2	$187K	Buy	+34,746	New	+$271K	﹤0.01%	1905

Other funds holding SLDP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HCM

Heights Capital Management San Francisco, California $359M AUM 7.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Advisory Services's SLDP Position: Q1 2026 in Review

Kestra Advisory Services increased its Solid Power (SLDP) stake by 2.5% in Q1 2026, buying an estimated $1.01K and bringing the position to 10,121 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3078.

Kestra Advisory Services first reported a position in SLDP in Q2 2022 and has held it in 13 quarters since. The position peaked at $224K in Q3 2023. 192 funds tracked by Wall St. Rank hold SLDP as of Q1 2026.

Kestra Advisory Services held 10,121 shares of Solid Power worth $30.4K as of Q1 2026.
Kestra Advisory Services bought 250 Solid Power shares in Q1 2026, an estimated $1.01K.
Solid Power made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #3078 holding.
Kestra Advisory Services first reported a position in Solid Power in Q2 2022 and has held it in 13 quarters since.
Kestra Advisory Services's Solid Power position peaked at $224K in Q3 2023.
192 funds tracked by Wall St. Rank held Solid Power as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.