Burney Company’s Solventum SOLV Stock Holding History

Burney Company’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 Q2	–	Sell	-2,714	Closed	-$206K	–	611
2025 Q1	$206K	Buy	+2,714	New	+$202K	0.01%	554
2024 Q4	–	Sell	-2,913	Closed	-$203K	–	623
2024 Q3	$203K	Buy	+2,913	New	+$175K	0.01%	586

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

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Burney Company's SOLV Position: Q2 2025 in Review

Burney Company sold out of Solventum (SOLV) in Q2 2025, closing a stake of 2,714 shares — an estimated $206K sold.

Burney Company first reported a position in SOLV in Q3 2024 and held it in 2 quarters. The position peaked at $206K in Q1 2025. 888 funds tracked by Wall St. Rank hold SOLV as of Q2 2025.

Burney Company reported no remaining Solventum position as of Q2 2025 after selling out during the quarter.
Burney Company sold 2,714 Solventum shares in Q2 2025, an estimated $206K.
Burney Company first reported a position in Solventum in Q3 2024 and held it in 2 quarters.
Burney Company's Solventum position peaked at $206K in Q1 2025.
888 funds tracked by Wall St. Rank held Solventum as of Q2 2025.

Based on Burney Company's 13F filing for Q2 2025, filed 5 Aug 2025.