Asset Planning Inc’s Solstice Advanced Materials SOLS Stock Holding History

Asset Planning Inc’s Portfolio SOLS Stock Details SOLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$72.2K	Hold	948	–	–	0.05%	132
2025 Q4	$46.1K	Buy	+948	New	+$44.6K	0.03%	149

Other funds holding SOLS

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

XN LP New York $2.72B AUM 46.67% 1-Year Est. Return

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

Asset Planning Inc's SOLS Position: Q1 2026 in Review

Asset Planning Inc held its Solstice Advanced Materials (SOLS) position steady in Q1 2026 at 948 shares worth $72.2K. The position accounts for 0.05% of the portfolio, ranked #132.

Asset Planning Inc first reported a position in SOLS in Q4 2025 and has held it in 2 quarters since. 1,134 funds tracked by Wall St. Rank hold SOLS as of Q1 2026.

Asset Planning Inc held 948 shares of Solstice Advanced Materials worth $72.2K as of Q1 2026.
Asset Planning Inc left its Solstice Advanced Materials share count unchanged in Q1 2026.
Solstice Advanced Materials made up 0.05% of Asset Planning Inc's portfolio in Q1 2026, its #132 holding.
Asset Planning Inc first reported a position in Solstice Advanced Materials in Q4 2025 and has held it in 2 quarters since.
1,134 funds tracked by Wall St. Rank held Solstice Advanced Materials as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.