BFS
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Burkett Financial Services’s Solventum SOLV Stock Holding History

Burkett Financial Services’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
-75
Closed -$5.69K – 241
2025
Q2 		$5.69K Hold
75
– – ﹤0.01% 162
2025
Q1 		$5.7K Hold
75
– – ﹤0.01% 181
2024
Q4 		$4.96K Hold
75
– – ﹤0.01% 160
2024
Q3 		$5.23K Hold
75
– – ﹤0.01% 151
2024
Q2 		$3.97K Buy
+75
New +$4.55K ﹤0.01% 159

Other funds holding SOLV

Vanguard Group
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
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
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Burkett Financial Services's SOLV Position: Q3 2025 in Review

Burkett Financial Services sold out of Solventum (SOLV) in Q3 2025, closing a stake of 75 shares — an estimated $5.69K sold.

Burkett Financial Services first reported a position in SOLV in Q2 2024 and held it in 5 quarters. The position peaked at $5.7K in Q1 2025. 868 funds tracked by Wall St. Rank hold SOLV as of Q3 2025.

  • Burkett Financial Services reported no remaining Solventum position as of Q3 2025 after selling out during the quarter.
  • Burkett Financial Services sold 75 Solventum shares in Q3 2025, an estimated $5.69K.
  • Burkett Financial Services first reported a position in Solventum in Q2 2024 and held it in 5 quarters.
  • Burkett Financial Services's Solventum position peaked at $5.7K in Q1 2025.
  • 868 funds tracked by Wall St. Rank held Solventum as of Q3 2025.

Based on Burkett Financial Services's 13F filing for Q3 2025, filed 24 Nov 2025.