SDWIA
SOLS

Schwarz Dygos Wheeler Investment Advisors’s Solstice Advanced Materials SOLS Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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
Q2 		$251K Hold
2,838
– – 0.05% 149
2026
Q1 		$216K Buy
+2,838
New +$195K 0.04% 162

Other funds holding SOLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's SOLS Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Solstice Advanced Materials (SOLS) position steady in Q2 2026 at 2,838 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #149.

Schwarz Dygos Wheeler Investment Advisors first reported a position in SOLS in Q1 2026 and has held it in 2 quarters since. 659 funds tracked by Wall St. Rank hold SOLS as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 2,838 shares of Solstice Advanced Materials worth $251K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors left its Solstice Advanced Materials share count unchanged in Q2 2026.
  • Solstice Advanced Materials made up 0.05% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #149 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Solstice Advanced Materials in Q1 2026 and has held it in 2 quarters since.
  • 659 funds tracked by Wall St. Rank held Solstice Advanced Materials as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.