AWM
SOLV icon

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
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 $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AE Wealth Management's SOLV Position: Q1 2026 in Review

AE Wealth Management reduced its Solventum (SOLV) stake by 12% in Q1 2026, selling an estimated $45K and leaving 4,448 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

AE Wealth Management first reported a position in SOLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $440K in Q3 2024. 877 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • AE Wealth Management held 4,448 shares of Solventum worth $290K as of Q1 2026.
  • AE Wealth Management sold 606 Solventum shares in Q1 2026, an estimated $45K.
  • Solventum made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1397 holding.
  • AE Wealth Management first reported a position in Solventum in Q3 2024 and has held it in 7 quarters since.
  • AE Wealth Management's Solventum position peaked at $440K in Q3 2024.
  • 877 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.