JO
SOLS

John Overdeck’s Solstice Advanced Materials SOLS Stock Holding History

John Overdeck’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
Q2 		$297M Buy
3,355,801
+905,732
+37% +$74.7M 0.22% 93
2026
Q1 		$187M Buy
2,450,069
+1,561,859
+176% +$107M 0.15% 151
2025
Q4 		$43.1M Buy
+888,210
New +$41.8M 0.06% 396

Other funds holding SOLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CHP
Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

John Overdeck's SOLS Position: Q2 2026 in Review

John Overdeck increased its Solstice Advanced Materials (SOLS) stake by 37% in Q2 2026, buying an estimated $74.7M and bringing the position to 3,355,801 shares worth $297M. The position accounts for 0.22% of the portfolio, ranked #93.

John Overdeck first reported a position in SOLS in Q4 2025 and has held it in 3 quarters since. 1,162 funds tracked by Wall St. Rank hold SOLS as of Q2 2026.

  • John Overdeck held 3,355,801 shares of Solstice Advanced Materials worth $297M as of Q2 2026.
  • John Overdeck bought 905,732 Solstice Advanced Materials shares in Q2 2026, an estimated $74.7M.
  • Solstice Advanced Materials made up 0.22% of John Overdeck's portfolio in Q2 2026, its #93 holding.
  • John Overdeck first reported a position in Solstice Advanced Materials in Q4 2025 and has held it in 3 quarters since.
  • 1,162 funds tracked by Wall St. Rank held Solstice Advanced Materials as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.