AP
SOLV icon

Appleton Partners’s Solventum SOLV Stock Holding History

Appleton Partners’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 		$11.4M Buy
147,817
+6,128
+4% +$447K 0.7% 44
2026
Q1 		$9.25M Buy
141,689
+53,243
+60% +$3.95M 0.65% 54
2025
Q4 		$7.01M Buy
+88,446
New +$6.77M 0.46% 67

Other funds holding SOLV

RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MC
Mayar Capital London, United Kingdom $89.1M AUM 3.94% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Appleton Partners's SOLV Position: Q2 2026 in Review

Appleton Partners increased its Solventum (SOLV) stake by 4.3% in Q2 2026, buying an estimated $447K and bringing the position to 147,817 shares worth $11.4M. The position accounts for 0.7% of the portfolio, ranked #44.

Appleton Partners first reported a position in SOLV in Q4 2025 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Appleton Partners held 147,817 shares of Solventum worth $11.4M as of Q2 2026.
  • Appleton Partners bought 6,128 Solventum shares in Q2 2026, an estimated $447K.
  • Solventum made up 0.7% of Appleton Partners's portfolio in Q2 2026, its #44 holding.
  • Appleton Partners first reported a position in Solventum in Q4 2025 and has held it in 3 quarters since.
  • 325 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.