TFA
SOLS

Toth Financial Advisory’s Solstice Advanced Materials SOLS Stock Holding History

Toth Financial Advisory’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 		$156K Sell
2,770
-479
-15% -$29K 0.02% 252
2026
Q2 		$288K Sell
3,249
-167
-5% -$13.8K 0.03% 208
2026
Q1 		$260K Sell
3,416
-627
-16% -$43K 0.03% 198
2025
Q4 		$196K Buy
+4,043
New +$190K 0.02% 221

Other funds holding SOLS

CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Toth Financial Advisory's SOLS Position: Q3 2026 in Review

Toth Financial Advisory reduced its Solstice Advanced Materials (SOLS) stake by 15% in Q3 2026, selling an estimated $29K and leaving 2,770 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #252.

Toth Financial Advisory first reported a position in SOLS in Q4 2025 and has held it in 4 quarters since. The position peaked at $288K in Q2 2026. 40 funds tracked by Wall St. Rank hold SOLS as of Q3 2026.

  • Toth Financial Advisory held 2,770 shares of Solstice Advanced Materials worth $156K as of Q3 2026.
  • Toth Financial Advisory sold 479 Solstice Advanced Materials shares in Q3 2026, an estimated $29K.
  • Solstice Advanced Materials made up 0.02% of Toth Financial Advisory's portfolio in Q3 2026, its #252 holding.
  • Toth Financial Advisory first reported a position in Solstice Advanced Materials in Q4 2025 and has held it in 4 quarters since.
  • Toth Financial Advisory's Solstice Advanced Materials position peaked at $288K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Solstice Advanced Materials as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.