Planning Strategies
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Planning Strategies’s Solstice Advanced Materials SOLS Stock Holding History

Planning Strategies’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 		$1.8K Buy
32
+4
+14% +$242 ﹤0.01% 661
2026
Q2 		$2.48K Buy
+28
New +$2.31K ﹤0.01% 539

Other funds holding SOLS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Planning Strategies's SOLS Position: Q3 2026 in Review

Planning Strategies increased its Solstice Advanced Materials (SOLS) stake by 14% in Q3 2026, buying an estimated $242 and bringing the position to 32 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Planning Strategies first reported a position in SOLS in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.48K in Q2 2026. 861 funds tracked by Wall St. Rank hold SOLS as of Q3 2026.

  • Planning Strategies held 32 shares of Solstice Advanced Materials worth $1.8K as of Q3 2026.
  • Planning Strategies bought 4 Solstice Advanced Materials shares in Q3 2026, an estimated $242.
  • Solstice Advanced Materials made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #661 holding.
  • Planning Strategies first reported a position in Solstice Advanced Materials in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Solstice Advanced Materials position peaked at $2.48K in Q2 2026.
  • 861 funds tracked by Wall St. Rank held Solstice Advanced Materials as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.