Tema Etfs 13F: Exits Solstice Advanced Materials (SOLS) Stake

Tema Etfs has completely exited its position in Solstice Advanced Materials, Inc. (SOLS), selling all 79,873 shares as disclosed in a filing on October 16, 2026. This move marks a 100% decrease in its holdings of the company.

What Changed in Tema Etfs's Solstice Advanced Materials Position

Tema Etfs sold out of its position in Solstice, moving from 79,873 shares down to 0.

Other Institutional Activity in Solstice Advanced Materials

Several other institutional investors are still active in Solstice Advanced Materials. Blackrock Inc. grew its holdings by 955,493 shares, ending with 15,931,864 shares worth about $943.96 million. Vanguard Portfolio Management LLC added 14,271 shares, bringing its total to 7,942,655 shares valued at approximately $470.60 million. Vanguard Capital Management LLC increased its stake by 47,746 shares, reaching a total of 7,173,963 shares worth around $425.06 million. State Street Corporation also added 93,927 shares, totaling 5,063,616 shares valued at about $300.02 million. Meanwhile, Price (T.Rowe) Associates Inc. raised its position significantly by 1,202,065 shares, resulting in 3,536,625 shares worth approximately $209.55 million.

Solstice Advanced Materials, Inc. Stock Down 0.6%

Recently, SOLS has been trading around $59.57, which aligns closely with its 50-day moving average. However, it is 14.5% below its 200-day moving average and 34.4% lower than its 52-week high of $90.80, presenting a challenging market position for the company.

Recent Earnings

In the trailing twelve months, Solstice Advanced Materials reported revenue of approximately $4.09 billion and earnings per share (EPS) of $1.32. The company has shown a revenue growth of 11.1% year-over-year and has a net margin of 5.1%, indicating a solid performance compared to previous periods. The next earnings report is expected on November 4, 2026.

Analysts Set New Price Targets

Analysts have maintained a positive outlook on SOLS. On September 30, 2026, RBC Capital reiterated an Outperform rating with a target of $82.00. Mizuho maintained a Neutral rating with a target of $65.00 on October 1, 2026. UBS also kept a Buy rating with a target of $76.00 on October 5, 2026. Seaport Global initiated coverage with a Buy rating and a target of $80.00 on October 7. Barclays initiated an Overweight rating with a target of $73.00 on October 13, 2026. The consensus from analysts indicates a strong buy recommendation with a mean price target of $78.60 based on ten opinions.

About Solstice Advanced Materials

Solstice Advanced Materials, Inc. operates as a specialty chemicals and advanced materials firm, focusing on two segments: Refrigerants & Applied Solutions and Electronic & Specialty Materials. The company is headquartered in Morris Plains, NJ, and has about 4,100 employees. Its recent stock movements and institutional activity suggest a dynamic market presence, reflecting investor confidence despite recent selling.

Bottom Line

Looking ahead, it will be important to monitor Solstice's performance in the upcoming earnings report scheduled for November 4, 2026. While Tema Etfs has exited its position, other institutions remain invested, which may indicate continued confidence in the company's future prospects. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.