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Buttonwood Financial Advisors’s Solventum SOLV Stock Holding History

Buttonwood Financial Advisors’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
-3,211
Closed -$244K – 102
2025
Q1 		$244K Sell
3,211
-293
-8% -$21.8K 0.11% 91
2024
Q4 		$231K Sell
3,504
-336
-9% -$23.5K 0.1% 93
2024
Q3 		$268K Buy
+3,840
New +$231K 0.12% 91

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

Buttonwood Financial Advisors's SOLV Position: Q2 2025 in Review

Buttonwood Financial Advisors sold out of Solventum (SOLV) in Q2 2025, closing a stake of 3,211 shares — an estimated $244K sold.

Buttonwood Financial Advisors first reported a position in SOLV in Q3 2024 and held it in 3 quarters. The position peaked at $268K in Q3 2024. 888 funds tracked by Wall St. Rank hold SOLV as of Q2 2025.

  • Buttonwood Financial Advisors reported no remaining Solventum position as of Q2 2025 after selling out during the quarter.
  • Buttonwood Financial Advisors sold 3,211 Solventum shares in Q2 2025, an estimated $244K.
  • Buttonwood Financial Advisors first reported a position in Solventum in Q3 2024 and held it in 3 quarters.
  • Buttonwood Financial Advisors's Solventum position peaked at $268K in Q3 2024.
  • 888 funds tracked by Wall St. Rank held Solventum as of Q2 2025.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.