Boit C.F. David’s Solventum SOLV Stock Holding History

Boit C.F. David’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
2025 Q3	–	Sell	-500	Closed	-$37.9K	–	123
2025 Q2	$37.9K	Sell	500 -90	-15%	-$6.37K	0.02%	111
2025 Q1	$44.9K	Hold	590	–	–	0.02%	110
2024 Q4	$39K	Hold	590	–	–	0.02%	111
2024 Q3	$39.9K	Sell	590 -1,750	-75%	-$105K	0.02%	113
2024 Q2	$124K	Hold	2,340	–	–	0.06%	95
2024 Q1	$152K	Buy	+2,340	New	+$175K	0.08%	87

Other funds holding SOLV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Boit C.F. David's SOLV Position: Q3 2025 in Review

Boit C.F. David sold out of Solventum (SOLV) in Q3 2025, closing a stake of 500 shares — an estimated $37.9K sold.

Boit C.F. David first reported a position in SOLV in Q1 2024 and held it in 6 quarters. The position peaked at $152K in Q1 2024. 868 funds tracked by Wall St. Rank hold SOLV as of Q3 2025.

Boit C.F. David reported no remaining Solventum position as of Q3 2025 after selling out during the quarter.
Boit C.F. David sold 500 Solventum shares in Q3 2025, an estimated $37.9K.
Boit C.F. David first reported a position in Solventum in Q1 2024 and held it in 6 quarters.
Boit C.F. David's Solventum position peaked at $152K in Q1 2024.
868 funds tracked by Wall St. Rank held Solventum as of Q3 2025.

Based on Boit C.F. David's 13F filing for Q3 2025, filed 28 Oct 2025.