BWM
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Bullock Wealth Management’s Solventum SOLV Stock Holding History

Bullock 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 		$16.7K Hold
213
– – 0.01% 381
2026
Q1 		$13.7K Hold
213
– – 0.01% 393
2025
Q4 		$16.9K Hold
213
– – 0.01% 352
2025
Q3 		$15.6K Hold
213
– – 0.01% 369
2025
Q2 		$16.6K Sell
213
-1
-0.5% -$71 0.01% 343
2025
Q1 		$16.3K Sell
214
-7
-3% -$521 0.01% 328
2024
Q4 		$14.6K Buy
221
+9
+4% +$630 0.01% 355
2024
Q3 		$14.3K Hold
212
– – 0.01% 339
2024
Q2 		$10.9K Sell
212
-4
-2% -$243 0.01% 344
2024
Q1 		$14.9K Buy
+216
New +$16.2K 0.01% 326

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

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

Bullock Wealth Management held its Solventum (SOLV) position steady in Q2 2026 at 213 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #381.

Bullock Wealth Management first reported a position in SOLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.9K in Q4 2025. 885 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Bullock Wealth Management held 213 shares of Solventum worth $16.7K as of Q2 2026.
  • Bullock Wealth Management left its Solventum share count unchanged in Q2 2026.
  • Solventum made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #381 holding.
  • Bullock Wealth Management first reported a position in Solventum in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Solventum position peaked at $16.9K in Q4 2025.
  • 885 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.