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Asset Planning Inc’s Solventum SOLV Stock Holding History

Asset Planning Inc’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 		$1.76K Hold
27
– – ﹤0.01% 282
2025
Q4 		$2.14K Hold
27
– – ﹤0.01% 279
2025
Q3 		$1.97K Sell
27
-25
-48% -$1.83K ﹤0.01% 277
2025
Q2 		$3.94K Sell
52
-26
-33% -$1.84K ﹤0.01% 255
2025
Q1 		$5.93K Sell
78
-12
-13% -$894 ﹤0.01% 254
2024
Q4 		$5.95K Buy
+90
New +$6.3K ﹤0.01% 262

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

Asset Planning Inc's SOLV Position: Q1 2026 in Review

Asset Planning Inc held its Solventum (SOLV) position steady in Q1 2026 at 27 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Asset Planning Inc first reported a position in SOLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.95K in Q4 2024. 877 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Asset Planning Inc held 27 shares of Solventum worth $1.76K as of Q1 2026.
  • Asset Planning Inc left its Solventum share count unchanged in Q1 2026.
  • Solventum made up ﹤0.01% of Asset Planning Inc's portfolio in Q1 2026, its #282 holding.
  • Asset Planning Inc first reported a position in Solventum in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Solventum position peaked at $5.95K in Q4 2024.
  • 877 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.