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Beacon Investment Advisory Services’s Solventum SOLV Stock Holding History

Beacon Investment 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
2026
Q2 		$642K Buy
8,327
+877
+12% +$64K 0.02% 167
2026
Q1 		$486K Buy
7,450
+1,256
+20% +$93.3K 0.02% 184
2025
Q4 		$491K Buy
6,194
+348
+6% +$26.7K 0.02% 179
2025
Q3 		$427K Sell
5,846
-148
-2% -$10.8K 0.02% 187
2025
Q2 		$455K Sell
5,994
-89
-1% -$6.3K 0.02% 174
2025
Q1 		$463K Buy
6,083
+31
+0.5% +$2.31K 0.02% 171
2024
Q4 		$400K Sell
6,052
-41
-0.7% -$2.87K 0.02% 184
2024
Q3 		$425K Sell
6,093
-9
-0.1% -$541 0.02% 187
2024
Q2 		$323K Buy
+6,102
New +$370K 0.01% 213

Other funds holding SOLV

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beacon Investment Advisory Services's SOLV Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Solventum (SOLV) stake by 12% in Q2 2026, buying an estimated $64K and bringing the position to 8,327 shares worth $642K. The position accounts for 0.02% of the portfolio, ranked #167.

Beacon Investment Advisory Services first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. 875 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Beacon Investment Advisory Services held 8,327 shares of Solventum worth $642K as of Q2 2026.
  • Beacon Investment Advisory Services bought 877 Solventum shares in Q2 2026, an estimated $64K.
  • Solventum made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #167 holding.
  • Beacon Investment Advisory Services first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
  • 875 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.