SSWM
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Sheets Smith Wealth Management’s Solstice Advanced Materials SOLS Stock Holding History

Sheets Smith Wealth Management’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 		$2.46M Buy
43,691
+21,492
+97% +$1.3M 0.26% 88
2026
Q2 		$1.97M Buy
22,199
+5,219
+31% +$431K 0.2% 107
2026
Q1 		$1.29M Buy
+16,980
New +$1.16M 0.15% 150

Other funds holding SOLS

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
KG
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Sheets Smith Wealth Management's SOLS Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its Solstice Advanced Materials (SOLS) stake by 97% in Q3 2026, buying an estimated $1.3M and bringing the position to 43,691 shares worth $2.46M. The position accounts for 0.26% of the portfolio, ranked #88.

Sheets Smith Wealth Management first reported a position in SOLS in Q1 2026 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold SOLS as of Q3 2026.

  • Sheets Smith Wealth Management held 43,691 shares of Solstice Advanced Materials worth $2.46M as of Q3 2026.
  • Sheets Smith Wealth Management bought 21,492 Solstice Advanced Materials shares in Q3 2026, an estimated $1.3M.
  • Solstice Advanced Materials made up 0.26% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #88 holding.
  • Sheets Smith Wealth Management first reported a position in Solstice Advanced Materials in Q1 2026 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Solstice Advanced Materials as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.