Lee, Danner & Bass
SOLS icon

Lee, Danner & Bass’s Solstice Advanced Materials SOLS Stock Holding History

Lee, Danner & Bass’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 		$376K Buy
6,672
+72
+1% +$4.36K 0.02% 207
2026
Q2 		$585K Sell
6,600
-752
-10% -$62K 0.03% 183
2026
Q1 		$560K Sell
7,352
-191
-3% -$13.1K 0.04% 182
2025
Q4 		$366K Buy
+7,543
New +$355K 0.03% 193

Other funds holding SOLS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Philadelphia Trust Company
Philadelphia Trust Company Philadelphia, Pennsylvania $1.44B AUM 32.33% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Private Wealth Partners
Private Wealth Partners Mill Valley, California $1.47B AUM 33.05% 1-Year Est. Return

Lee, Danner & Bass's SOLS Position: Q3 2026 in Review

Lee, Danner & Bass increased its Solstice Advanced Materials (SOLS) stake by 1.1% in Q3 2026, buying an estimated $4.36K and bringing the position to 6,672 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #207.

Lee, Danner & Bass first reported a position in SOLS in Q4 2025 and has held it in 4 quarters since. The position peaked at $585K in Q2 2026. 463 funds tracked by Wall St. Rank hold SOLS as of Q3 2026.

  • Lee, Danner & Bass held 6,672 shares of Solstice Advanced Materials worth $376K as of Q3 2026.
  • Lee, Danner & Bass bought 72 Solstice Advanced Materials shares in Q3 2026, an estimated $4.36K.
  • Solstice Advanced Materials made up 0.02% of Lee, Danner & Bass's portfolio in Q3 2026, its #207 holding.
  • Lee, Danner & Bass first reported a position in Solstice Advanced Materials in Q4 2025 and has held it in 4 quarters since.
  • Lee, Danner & Bass's Solstice Advanced Materials position peaked at $585K in Q2 2026.
  • 463 funds tracked by Wall St. Rank held Solstice Advanced Materials as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.