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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
Q2 		$1.48M Sell
19,224
-697
-3% -$50.8K 0.01% 874
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 $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 Pointe Advisors's SOLV Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Solventum (SOLV) stake by 3.5% in Q2 2026, selling an estimated $50.8K and leaving 19,224 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #874.

Beacon Pointe Advisors first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.3M in Q3 2025. 881 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Beacon Pointe Advisors held 19,224 shares of Solventum worth $1.48M as of Q2 2026.
  • Beacon Pointe Advisors sold 697 Solventum shares in Q2 2026, an estimated $50.8K.
  • Solventum made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #874 holding.
  • Beacon Pointe Advisors first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
  • Beacon Pointe Advisors's Solventum position peaked at $2.3M in Q3 2025.
  • 881 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.