EP Wealth Advisors, LLC
Position in SOLS — Solstice Advanced Materials Inc.
CIK 1540569
TORRANCE, CA
Position in SOLS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,017,116
-$196,023 QoQ
Shares Held
13,355
-46.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in SOLS Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026EP Wealth Advisors, LLC holds $30,454,834 across 20 Specialty Chemicals names. SOLS ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
47,222 | $12,561,996 | |
| 2 | APD |
Air Products & Chemicals, Inc.
|
18,593 | $5,401,080 | |
| 3 | LIN |
Linde PLC
|
7,124 | $3,531,794 | |
| 4 | SHW |
Sherwin Williams Co
|
6,391 | $2,048,635 | |
| 5 | DD |
DuPont de Nemours, Inc.
|
26,006 | $1,191,074 | |
| 6 | SOLS |
Solstice Advanced Materials Inc.
This page
|
13,355 | $1,017,116 | |
| 7 | RPM |
Rpm International Inc/De/
|
9,291 | $923,525 | |
| 8 | ECVT |
Ecovyst Inc.
|
39,670 | $510,156 |
All Filings in SOLS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,017,116 | 13,355 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,213,139 | 24,972 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||