Waverly Advisors
SLDP icon

Waverly Advisors’s Solid Power SLDP Stock Holding History

Waverly 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
Q2 		$54.2K Buy
20,931
+665
+3% +$2.05K ﹤0.01% 1704
2026
Q1 		$60.8K Buy
20,266
+11
+0.1% +$44 ﹤0.01% 1560
2025
Q4 		$86.1K Buy
+20,255
New +$112K ﹤0.01% 1434

Other funds holding SLDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Waverly Advisors's SLDP Position: Q2 2026 in Review

Waverly Advisors increased its Solid Power (SLDP) stake by 3.3% in Q2 2026, buying an estimated $2.05K and bringing the position to 20,931 shares worth $54.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Waverly Advisors first reported a position in SLDP in Q4 2025 and has held it in 3 quarters since. The position peaked at $86.1K in Q4 2025. 190 funds tracked by Wall St. Rank hold SLDP as of Q2 2026.

  • Waverly Advisors held 20,931 shares of Solid Power worth $54.2K as of Q2 2026.
  • Waverly Advisors bought 665 Solid Power shares in Q2 2026, an estimated $2.05K.
  • Solid Power made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1704 holding.
  • Waverly Advisors first reported a position in Solid Power in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Solid Power position peaked at $86.1K in Q4 2025.
  • 190 funds tracked by Wall St. Rank held Solid Power as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.