CWC
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Carolinas Wealth Consulting’s Solventum SOLV Stock Holding History

Carolinas Wealth Consulting’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
-325
Closed -$24.7K – 999
2025
Q1 		$24.7K Sell
325
-490
-60% -$36.5K 0.01% 433
2024
Q4 		$53.8K Hold
815
– – 0.01% 350
2024
Q3 		$56.8K Hold
815
– – 0.01% 346
2024
Q2 		$43.1K Buy
+815
New +$49.5K 0.01% 384

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 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

Carolinas Wealth Consulting's SOLV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Solventum (SOLV) in Q2 2025, closing a stake of 325 shares — an estimated $24.7K sold.

Carolinas Wealth Consulting first reported a position in SOLV in Q2 2024 and held it in 4 quarters. The position peaked at $56.8K in Q3 2024. 890 funds tracked by Wall St. Rank hold SOLV as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Solventum position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 325 Solventum shares in Q2 2025, an estimated $24.7K.
  • Carolinas Wealth Consulting first reported a position in Solventum in Q2 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Solventum position peaked at $56.8K in Q3 2024.
  • 890 funds tracked by Wall St. Rank held Solventum as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.