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Private Wealth Management Group’s Solstice Advanced Materials SOLS Stock Holding History

Private Wealth Management Group’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 		$7.66K Buy
136
+14
+11% +$848 ﹤0.01% 721
2026
Q2 		$10.8K Sell
122
-12
-9% -$990 ﹤0.01% 554
2026
Q1 		$10.2K Buy
134
+12
+10% +$823 ﹤0.01% 515
2025
Q4 		$5.93K Buy
+122
New +$5.74K ﹤0.01% 710

Other funds holding SOLS

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bowen Hanes & Co
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.43B AUM 31.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Private Wealth Management Group's SOLS Position: Q3 2026 in Review

Private Wealth Management Group increased its Solstice Advanced Materials (SOLS) stake by 11% in Q3 2026, buying an estimated $848 and bringing the position to 136 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Private Wealth Management Group first reported a position in SOLS in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.8K in Q2 2026. 790 funds tracked by Wall St. Rank hold SOLS as of Q3 2026.

  • Private Wealth Management Group held 136 shares of Solstice Advanced Materials worth $7.66K as of Q3 2026.
  • Private Wealth Management Group bought 14 Solstice Advanced Materials shares in Q3 2026, an estimated $848.
  • Solstice Advanced Materials made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #721 holding.
  • Private Wealth Management Group first reported a position in Solstice Advanced Materials in Q4 2025 and has held it in 4 quarters since.
  • Private Wealth Management Group's Solstice Advanced Materials position peaked at $10.8K in Q2 2026.
  • 790 funds tracked by Wall St. Rank held Solstice Advanced Materials as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.