BWM
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Bernard Wealth Management’s Solventum SOLV Stock Holding History

Bernard Wealth 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
Q2 		$7.79K Hold
101
– – ﹤0.01% 239
2026
Q1 		$6.6K Hold
101
– – ﹤0.01% 245
2025
Q4 		$8K Hold
101
– – ﹤0.01% 231
2025
Q3 		$7.37K Hold
101
– – ﹤0.01% 226
2025
Q2 		$7.66K Hold
101
– – ﹤0.01% 225
2025
Q1 		$7.68K Hold
101
– – ﹤0.01% 235
2024
Q4 		$6.67K Buy
+101
New +$7.07K ﹤0.01% 225

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

Bernard Wealth Management's SOLV Position: Q2 2026 in Review

Bernard Wealth Management held its Solventum (SOLV) position steady in Q2 2026 at 101 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Bernard Wealth Management first reported a position in SOLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $8K in Q4 2025. 875 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Bernard Wealth Management held 101 shares of Solventum worth $7.79K as of Q2 2026.
  • Bernard Wealth Management left its Solventum share count unchanged in Q2 2026.
  • Solventum made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Bernard Wealth Management first reported a position in Solventum in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Solventum position peaked at $8K in Q4 2025.
  • 875 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.