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Lord & Richards Wealth Management’s Solid Power SLDP Stock Holding History

Lord & Richards Wealth Management’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
2025
Q2 		– Sell
-2,797
Closed -$2.94K – 144
2025
Q1 		$2.94K Buy
+2,797
New +$3.83K ﹤0.01% 136

Other funds holding SLDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lord & Richards Wealth Management's SLDP Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Solid Power (SLDP) in Q2 2025, closing a stake of 2,797 shares — an estimated $2.94K sold.

Lord & Richards Wealth Management first reported a position in SLDP in Q1 2025 and held it in 1 quarter. The position peaked at $2.94K in Q1 2025. 151 funds tracked by Wall St. Rank hold SLDP as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Solid Power position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 2,797 Solid Power shares in Q2 2025, an estimated $2.94K.
  • Lord & Richards Wealth Management first reported a position in Solid Power in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Solid Power position peaked at $2.94K in Q1 2025.
  • 151 funds tracked by Wall St. Rank held Solid Power as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.