MSFP
SOLS

Mark Sheptoff Financial Planning’s Solstice Advanced Materials SOLS Stock Holding History

Mark Sheptoff Financial Planning’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 		$57K Buy
+682
New +$46.7K 0.03% 169

Other funds holding SOLS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
XL
XN LP New York $2.72B AUM 46.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mark Sheptoff Financial Planning's SOLS Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Solstice Advanced Materials (SOLS) in Q1 2026: 682 shares worth $57K. The stake represents 0.03% of the portfolio and ranks #169 among its holdings.

1,135 funds tracked by Wall St. Rank hold SOLS as of Q1 2026.

  • Mark Sheptoff Financial Planning held 682 shares of Solstice Advanced Materials worth $57K as of Q1 2026.
  • Solstice Advanced Materials was a new Mark Sheptoff Financial Planning position in Q1 2026.
  • Solstice Advanced Materials made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #169 holding.
  • 1,135 funds tracked by Wall St. Rank held Solstice Advanced Materials as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.