AWM
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AllSquare Wealth Management’s Solventum SOLV Stock Holding History

AllSquare 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
2025
Q3 		$3.65K Hold
50
– – ﹤0.01% 443
2025
Q2 		$3.79K Hold
50
– – ﹤0.01% 443
2025
Q1 		$3.8K Hold
50
– – ﹤0.01% 443
2024
Q4 		$3.3K Hold
50
– – ﹤0.01% 447
2024
Q3 		$3.49K Hold
50
– – ﹤0.01% 448
2024
Q2 		$2.64K Buy
+50
New +$3.04K ﹤0.01% 454

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

AllSquare Wealth Management's SOLV Position: Q3 2025 in Review

AllSquare Wealth Management held its Solventum (SOLV) position steady in Q3 2025 at 50 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

AllSquare Wealth Management first reported a position in SOLV in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.8K in Q1 2025. 868 funds tracked by Wall St. Rank hold SOLV as of Q3 2025.

  • AllSquare Wealth Management held 50 shares of Solventum worth $3.65K as of Q3 2025.
  • AllSquare Wealth Management left its Solventum share count unchanged in Q3 2025.
  • Solventum made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #443 holding.
  • AllSquare Wealth Management first reported a position in Solventum in Q2 2024 and has held it in 6 quarters since.
  • AllSquare Wealth Management's Solventum position peaked at $3.8K in Q1 2025.
  • 868 funds tracked by Wall St. Rank held Solventum as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.