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Medallion Wealth Advisors’s Solid Power SLDP Stock Holding History

Medallion Wealth Advisors’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 		$6K Hold
2,000
– – ﹤0.01% 840
2025
Q4 		$8.5K Hold
2,000
– – ﹤0.01% 775
2025
Q3 		$6.94K Buy
+2,000
New +$7.54K ﹤0.01% 814
2025
Q2 		– Sell
-4,000
Closed -$4.16K – 1127
2025
Q1 		$4.16K Buy
+4,000
New +$5.48K ﹤0.01% 819

Other funds holding SLDP

BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Medallion Wealth Advisors's SLDP Position: Q1 2026 in Review

Medallion Wealth Advisors held its Solid Power (SLDP) position steady in Q1 2026 at 2,000 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Medallion Wealth Advisors first reported a position in SLDP in Q1 2025 and has held it in 4 quarters since. The position peaked at $8.5K in Q4 2025. 192 funds tracked by Wall St. Rank hold SLDP as of Q1 2026.

  • Medallion Wealth Advisors held 2,000 shares of Solid Power worth $6K as of Q1 2026.
  • Medallion Wealth Advisors left its Solid Power share count unchanged in Q1 2026.
  • Solid Power made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #840 holding.
  • Medallion Wealth Advisors first reported a position in Solid Power in Q1 2025 and has held it in 4 quarters since.
  • Medallion Wealth Advisors's Solid Power position peaked at $8.5K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Solid Power as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.