Phillips Wealth Planners’s Solstice Advanced Materials SOLS Stock Holding History

Phillips Wealth Planners’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	$292K	Buy	+4,842	New	+$293K	0.21%	156

Other funds holding SOLS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Phillips Wealth Planners's SOLS Position: Q3 2026 in Review

Phillips Wealth Planners opened a new position in Solstice Advanced Materials (SOLS) in Q3 2026: 4,842 shares worth $292K. The stake represents 0.21% of the portfolio and ranks #156 among its holdings.

861 funds tracked by Wall St. Rank hold SOLS as of Q3 2026.

Phillips Wealth Planners held 4,842 shares of Solstice Advanced Materials worth $292K as of Q3 2026.
Solstice Advanced Materials was a new Phillips Wealth Planners position in Q3 2026.
Solstice Advanced Materials made up 0.21% of Phillips Wealth Planners's portfolio in Q3 2026, its #156 holding.
861 funds tracked by Wall St. Rank held Solstice Advanced Materials as of Q3 2026.

Based on Phillips Wealth Planners's 13F filing for Q3 2026, filed 12 Nov 2026.