West Oak Capital’s Solid Power SLDP Stock Holding History

West Oak Capital’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 Q3	$8	Sell	241 -99	-29%	-$373	﹤0.01%	253
2025 Q2	$7	Sell	340 -50	-13%	-$70	﹤0.01%	280
2025 Q1	$4	Hold	390	–	–	﹤0.01%	290
2024 Q4	$7K	Hold	390	–	–	﹤0.01%	286
2024 Q3	$5	Hold	390	–	–	﹤0.01%	293
2024 Q2	$644	Hold	390	–	–	﹤0.01%	303
2024 Q1	$1K	Hold	390	–	–	﹤0.01%	294
2023 Q4	$0	Hold	390	–	–	﹤0.01%	317
2023 Q3	$1K	Hold	390	–	–	﹤0.01%	295
2023 Q2	$991	Hold	390	–	–	﹤0.01%	293
2023 Q1	$1.17K	Buy	390 +100	+34%	+$302	﹤0.01%	295
2022 Q4	$1K	Sell	290 -100	-26%	-$427	﹤0.01%	276
2022 Q3	$2K	Buy	390 +50	+15%	+$316	﹤0.01%	305
2022 Q2	$2K	Buy	+340	New	+$2.65K	﹤0.01%	299

Other funds holding SLDP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

West Oak Capital's SLDP Position: Q3 2025 in Review

West Oak Capital reduced its Solid Power (SLDP) stake by 29% in Q3 2025, selling an estimated $373 and leaving 241 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #253.

West Oak Capital first reported a position in SLDP in Q2 2022 and has held it in 14 quarters since. The position peaked at $7K in Q4 2024. 167 funds tracked by Wall St. Rank hold SLDP as of Q3 2025.

West Oak Capital held 241 shares of Solid Power worth $8 as of Q3 2025.
West Oak Capital sold 99 Solid Power shares in Q3 2025, an estimated $373.
Solid Power made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #253 holding.
West Oak Capital first reported a position in Solid Power in Q2 2022 and has held it in 14 quarters since.
West Oak Capital's Solid Power position peaked at $7K in Q4 2024.
167 funds tracked by Wall St. Rank held Solid Power as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.