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Beacon Pointe Advisors’s Solventum SOLV Stock Holding History

Beacon Pointe Advisors’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 		$1.3M Sell
19,921
-8,037
-29% -$597K 0.01% 893
2025
Q4 		$2.22M Sell
27,958
-3,542
-11% -$271K 0.02% 577
2025
Q3 		$2.3M Buy
31,500
+24,804
+370% +$1.82M 0.02% 521
2025
Q2 		$508K Sell
6,696
-1,777
-21% -$126K 0.01% 879
2025
Q1 		$644K Sell
8,473
-618
-7% -$46K 0.01% 767
2024
Q4 		$601K Buy
9,091
+694
+8% +$48.6K 0.01% 781
2024
Q3 		$585K Sell
8,397
-244
-3% -$14.7K 0.01% 795
2024
Q2 		$457K Buy
+8,641
New +$525K 0.01% 901

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

Beacon Pointe Advisors's SOLV Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Solventum (SOLV) stake by 29% in Q1 2026, selling an estimated $597K and leaving 19,921 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #893.

Beacon Pointe Advisors first reported a position in SOLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.3M in Q3 2025. 877 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Beacon Pointe Advisors held 19,921 shares of Solventum worth $1.3M as of Q1 2026.
  • Beacon Pointe Advisors sold 8,037 Solventum shares in Q1 2026, an estimated $597K.
  • Solventum made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #893 holding.
  • Beacon Pointe Advisors first reported a position in Solventum in Q2 2024 and has held it in 8 quarters since.
  • Beacon Pointe Advisors's Solventum position peaked at $2.3M in Q3 2025.
  • 877 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.