Concord Wealth Partners
SOLS icon

Concord Wealth Partners’s Solstice Advanced Materials SOLS Stock Holding History

Concord Wealth Partners’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
Q3 		$22.1K Sell
392
-32
-8% -$1.94K ﹤0.01% 448
2026
Q2 		$37.6K Buy
+424
New +$35K ﹤0.01% 400
2026
Q1 		– Sell
-324
Closed -$15.7K – 844
2025
Q4 		$15.7K Buy
+324
New +$15.3K ﹤0.01% 481

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Deroy & Devereaux Private Investment Counsel
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Principal Financial Group
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Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Exchange Traded Concepts
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Citigroup
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Private Wealth Partners
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AL
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Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Concord Wealth Partners's SOLS Position: Q3 2026 in Review

Concord Wealth Partners reduced its Solstice Advanced Materials (SOLS) stake by 7.5% in Q3 2026, selling an estimated $1.94K and leaving 392 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Concord Wealth Partners first reported a position in SOLS in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.6K in Q2 2026. 425 funds tracked by Wall St. Rank hold SOLS as of Q3 2026.

  • Concord Wealth Partners held 392 shares of Solstice Advanced Materials worth $22.1K as of Q3 2026.
  • Concord Wealth Partners sold 32 Solstice Advanced Materials shares in Q3 2026, an estimated $1.94K.
  • Solstice Advanced Materials made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #448 holding.
  • Concord Wealth Partners first reported a position in Solstice Advanced Materials in Q4 2025 and has held it in 3 quarters since.
  • Concord Wealth Partners's Solstice Advanced Materials position peaked at $37.6K in Q2 2026.
  • 425 funds tracked by Wall St. Rank held Solstice Advanced Materials as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.