BFP
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Birchwood Financial Partners’s Solventum SOLV Stock Holding History

Birchwood Financial Partners’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 		$136K Sell
1,761
-37
-2% -$2.7K 0.11% 110
2026
Q1 		$117K Hold
1,798
– – 0.11% 103
2025
Q4 		$142K Buy
+1,798
New +$138K 0.14% 95

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

Birchwood Financial Partners's SOLV Position: Q2 2026 in Review

Birchwood Financial Partners reduced its Solventum (SOLV) stake by 2.1% in Q2 2026, selling an estimated $2.7K and leaving 1,761 shares worth $136K. The position accounts for 0.11% of the portfolio, ranked #110.

Birchwood Financial Partners first reported a position in SOLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $142K in Q4 2025. 875 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Birchwood Financial Partners held 1,761 shares of Solventum worth $136K as of Q2 2026.
  • Birchwood Financial Partners sold 37 Solventum shares in Q2 2026, an estimated $2.7K.
  • Solventum made up 0.11% of Birchwood Financial Partners's portfolio in Q2 2026, its #110 holding.
  • Birchwood Financial Partners first reported a position in Solventum in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Solventum position peaked at $142K in Q4 2025.
  • 875 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.