AE Wealth Management’s Solventum SOLV Stock Holding History

AE Wealth Management’s Portfolio SOLV Stock Details SOLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$435K	Buy	5,635 +1,187	+27%	+$86.6K	﹤0.01%	1293
2026 Q1	$290K	Sell	4,448 -606	-12%	-$45K	﹤0.01%	1397
2025 Q4	$400K	Buy	5,054 +881	+21%	+$67.5K	﹤0.01%	1171
2025 Q3	$305K	Sell	4,173 -398	-9%	-$29.2K	﹤0.01%	1179
2025 Q2	$347K	Sell	4,571 -787	-15%	-$55.7K	﹤0.01%	1051
2025 Q1	$407K	Sell	5,358 -332	-6%	-$24.7K	﹤0.01%	977
2024 Q4	$376K	Sell	5,690 -623	-10%	-$43.6K	﹤0.01%	1004
2024 Q3	$440K	Buy	+6,313	New	+$380K	﹤0.01%	924

Other funds holding SOLV

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AE Wealth Management's SOLV Position: Q2 2026 in Review

AE Wealth Management increased its Solventum (SOLV) stake by 27% in Q2 2026, buying an estimated $86.6K and bringing the position to 5,635 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

AE Wealth Management first reported a position in SOLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $440K in Q3 2024. 885 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

AE Wealth Management held 5,635 shares of Solventum worth $435K as of Q2 2026.
AE Wealth Management bought 1,187 Solventum shares in Q2 2026, an estimated $86.6K.
Solventum made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1293 holding.
AE Wealth Management first reported a position in Solventum in Q3 2024 and has held it in 8 quarters since.
AE Wealth Management's Solventum position peaked at $440K in Q3 2024.
885 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.