EWP
SOLS

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

Elevation 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 		$14.4K Buy
256
+88
+52% +$5.33K ﹤0.01% 770
2026
Q2 		$14.9K Buy
168
+24
+17% +$1.98K ﹤0.01% 677
2026
Q1 		$11K Buy
144
+19
+15% +$1.3K ﹤0.01% 496
2025
Q4 		$6.07K Buy
+125
New +$5.88K ﹤0.01% 587

Other funds holding SOLS

CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

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

Elevation Wealth Partners increased its Solstice Advanced Materials (SOLS) stake by 52% in Q3 2026, buying an estimated $5.33K and bringing the position to 256 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Elevation Wealth Partners first reported a position in SOLS in Q4 2025 and has held it in 4 quarters since. The position peaked at $14.9K in Q2 2026. 40 funds tracked by Wall St. Rank hold SOLS as of Q3 2026.

  • Elevation Wealth Partners held 256 shares of Solstice Advanced Materials worth $14.4K as of Q3 2026.
  • Elevation Wealth Partners bought 88 Solstice Advanced Materials shares in Q3 2026, an estimated $5.33K.
  • Solstice Advanced Materials made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #770 holding.
  • Elevation Wealth Partners first reported a position in Solstice Advanced Materials in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Solstice Advanced Materials position peaked at $14.9K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Solstice Advanced Materials as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.