Todd Asset Management’s First Solar FSLR Stock Holding History

Todd Asset Management’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	$62M	Buy	262,697 +6,357	+2%	+$1.49M	1.1%	33
2026 Q1	$50.6M	Buy	256,340 +69,306	+37%	+$15.3M	0.99%	41
2025 Q4	$48.9M	Sell	187,034 -342	-0.2%	-$86.3K	0.95%	41
2025 Q3	$41.3M	Buy	187,376 +28,817	+18%	+$5.53M	0.84%	57
2025 Q2	$26.2M	Sell	158,559 -1,879	-1%	-$277K	0.57%	91
2025 Q1	$20.3M	Sell	160,438 -52,158	-25%	-$8.14M	0.48%	100
2024 Q4	$37.5M	Buy	212,596 +42,233	+25%	+$8.41M	0.9%	50
2024 Q3	$42.5M	Buy	170,363 +68,924	+68%	+$15.5M	0.99%	38
2024 Q2	$22.9M	Buy	+101,439	New	+$22.1M	0.47%	105
2014 Q2	–	Sell	-183,067	Closed	-$12.8M	–	219
2014 Q1	$12.8M	Buy	183,067 +39,709	+28%	+$2.21M	0.37%	94
2013 Q4	$7.83M	Buy	+143,358	New	+$7.84M	0.23%	117

Other funds holding FSLR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Todd Asset Management's FSLR Position: Q2 2026 in Review

Todd Asset Management increased its First Solar (FSLR) stake by 2.5% in Q2 2026, buying an estimated $1.49M and bringing the position to 262,697 shares worth $62M. The position accounts for 1.1% of the portfolio, ranked #33.

Todd Asset Management first reported a position in FSLR in Q4 2013 and has held it in 11 quarters since. 1,010 funds tracked by Wall St. Rank hold FSLR as of Q2 2026.

Todd Asset Management held 262,697 shares of First Solar worth $62M as of Q2 2026.
Todd Asset Management bought 6,357 First Solar shares in Q2 2026, an estimated $1.49M.
First Solar made up 1.1% of Todd Asset Management's portfolio in Q2 2026, its #33 holding.
Todd Asset Management first reported a position in First Solar in Q4 2013 and has held it in 11 quarters since.
1,010 funds tracked by Wall St. Rank held First Solar as of Q2 2026.

Based on Todd Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.