VWM
SOLS

Valley Wealth Managers’s Solstice Advanced Materials SOLS Stock Holding History

Valley Wealth Managers’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 		$83K Sell
1,473
-17
-1% -$1.03K ﹤0.01% 201
2026
Q2 		$132K Sell
1,490
-341
-19% -$28.1K 0.01% 189
2026
Q1 		$139K Sell
1,831
-18,699
-91% -$1.28M 0.01% 178
2025
Q4 		$997K Buy
+20,530
New +$966K 0.06% 132

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

Valley Wealth Managers's SOLS Position: Q3 2026 in Review

Valley Wealth Managers reduced its Solstice Advanced Materials (SOLS) stake by 1.1% in Q3 2026, selling an estimated $1.03K and leaving 1,473 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Valley Wealth Managers first reported a position in SOLS in Q4 2025 and has held it in 4 quarters since. The position peaked at $997K in Q4 2025. 40 funds tracked by Wall St. Rank hold SOLS as of Q3 2026.

  • Valley Wealth Managers held 1,473 shares of Solstice Advanced Materials worth $83K as of Q3 2026.
  • Valley Wealth Managers sold 17 Solstice Advanced Materials shares in Q3 2026, an estimated $1.03K.
  • Solstice Advanced Materials made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #201 holding.
  • Valley Wealth Managers first reported a position in Solstice Advanced Materials in Q4 2025 and has held it in 4 quarters since.
  • Valley Wealth Managers's Solstice Advanced Materials position peaked at $997K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Solstice Advanced Materials as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.