AAS
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Avantax Advisory Services’s Solventum SOLV Stock Holding History

Avantax Advisory Services’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
Q2 		$635K Sell
8,372
-158
-2% -$11.2K ﹤0.01% 1449
2025
Q1 		$649K Sell
8,530
-305
-3% -$22.7K ﹤0.01% 1347
2024
Q4 		$584K Buy
8,835
+192
+2% +$13.4K ﹤0.01% 1347
2024
Q3 		$603K Sell
8,643
-729
-8% -$43.8K ﹤0.01% 1291
2024
Q2 		$496K Buy
+9,372
New +$569K ﹤0.01% 1365

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
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Avantax Advisory Services's SOLV Position: Q2 2025 in Review

Avantax Advisory Services reduced its Solventum (SOLV) stake by 1.9% in Q2 2025, selling an estimated $11.2K and leaving 8,372 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Avantax Advisory Services first reported a position in SOLV in Q2 2024 and has held it in 5 quarters since. The position peaked at $649K in Q1 2025. 889 funds tracked by Wall St. Rank hold SOLV as of Q2 2025.

  • Avantax Advisory Services held 8,372 shares of Solventum worth $635K as of Q2 2025.
  • Avantax Advisory Services sold 158 Solventum shares in Q2 2025, an estimated $11.2K.
  • Solventum made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1449 holding.
  • Avantax Advisory Services first reported a position in Solventum in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Solventum position peaked at $649K in Q1 2025.
  • 889 funds tracked by Wall St. Rank held Solventum as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.