Laurel Oak Wealth Management’s FTC Solar FTCI Stock Holding History

Laurel Oak Wealth Management’s Portfolio FTCI Stock Details FTCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$81.3K	Hold	16,000	–	–	0.01%	375
2026 Q1	$60.5K	Buy	+16,000	New	+$134K	0.01%	356

Other funds holding FTCI

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

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

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Laurel Oak Wealth Management's FTCI Position: Q2 2026 in Review

Laurel Oak Wealth Management held its FTC Solar (FTCI) position steady in Q2 2026 at 16,000 shares worth $81.3K. The position accounts for 0.01% of the portfolio, ranked #375.

Laurel Oak Wealth Management first reported a position in FTCI in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold FTCI as of Q2 2026.

Laurel Oak Wealth Management held 16,000 shares of FTC Solar worth $81.3K as of Q2 2026.
Laurel Oak Wealth Management left its FTC Solar share count unchanged in Q2 2026.
FTC Solar made up 0.01% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #375 holding.
Laurel Oak Wealth Management first reported a position in FTC Solar in Q1 2026 and has held it in 2 quarters since.
33 funds tracked by Wall St. Rank held FTC Solar as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.