Balyasny Asset Management
SOLV icon

Balyasny Asset Management’s Solventum SOLV Stock Holding History

Balyasny Asset 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 		– Sell
-448,181
Closed -$35.5M – 3651
2025
Q4 		$35.5M Sell
448,181
-132,541
-23% -$10.2M 0.05% 469
2025
Q3 		$42.4M Buy
+580,722
New +$42.6M 0.05% 420
2024
Q4 		– Sell
-145,829
Closed -$10.2M – 3351
2024
Q3 		$10.2M Sell
145,829
-653,047
-82% -$39.3M 0.02% 944
2024
Q2 		$42.2M Buy
+798,876
New +$48.5M 0.07% 334

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

Balyasny Asset Management's SOLV Position: Q1 2026 in Review

Balyasny Asset Management sold out of Solventum (SOLV) in Q1 2026, closing a stake of 448,181 shares — an estimated $35.5M sold.

Balyasny Asset Management first reported a position in SOLV in Q2 2024 and held it in 4 quarters. The position peaked at $42.4M in Q3 2025. 878 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Balyasny Asset Management reported no remaining Solventum position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 448,181 Solventum shares in Q1 2026, an estimated $35.5M.
  • Balyasny Asset Management first reported a position in Solventum in Q2 2024 and held it in 4 quarters.
  • Balyasny Asset Management's Solventum position peaked at $42.4M in Q3 2025.
  • 878 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.