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Bogart Wealth LLC’s Solventum SOLV Stock Holding History

Bogart Wealth LLC’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 		$31.4K Buy
407
+153
+60% +$11.2K ﹤0.01% 662
2026
Q1 		$16.6K Buy
254
+73
+40% +$5.42K ﹤0.01% 767
2025
Q4 		$14.3K Buy
181
+9
+5% +$689 ﹤0.01% 773
2025
Q3 		$12.6K Hold
172
– – ﹤0.01% 784
2025
Q2 		$13K Sell
172
-6
-3% -$425 ﹤0.01% 732
2025
Q1 		$13.5K Buy
178
+2
+1% +$149 ﹤0.01% 680
2024
Q4 		$11.6K Sell
176
-4
-2% -$280 ﹤0.01% 697
2024
Q3 		$12.6K Sell
180
-37
-17% -$2.23K ﹤0.01% 644
2024
Q2 		$11.5K Buy
+217
New +$13.2K ﹤0.01% 633

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's SOLV Position: Q2 2026 in Review

Bogart Wealth LLC increased its Solventum (SOLV) stake by 60% in Q2 2026, buying an estimated $11.2K and bringing the position to 407 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Bogart Wealth LLC first reported a position in SOLV in Q2 2024 and has held it in 9 quarters since. 885 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Bogart Wealth LLC held 407 shares of Solventum worth $31.4K as of Q2 2026.
  • Bogart Wealth LLC bought 153 Solventum shares in Q2 2026, an estimated $11.2K.
  • Solventum made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #662 holding.
  • Bogart Wealth LLC first reported a position in Solventum in Q2 2024 and has held it in 9 quarters since.
  • 885 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.