Carson Wealth (CWM LLC)
SOLV icon

Carson Wealth (CWM LLC)’s Solventum SOLV Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$950K Sell
14,548
-4,974
-25% -$369K ﹤0.01% 1566
2025
Q4 		$1.55M Buy
19,522
+6,922
+55% +$530K ﹤0.01% 1268
2025
Q3 		$920K Buy
12,600
+91
+0.7% +$6.67K ﹤0.01% 1462
2025
Q2 		$949K Sell
12,509
-3,366
-21% -$238K ﹤0.01% 1264
2025
Q1 		$1.21M Sell
15,875
-2,420
-13% -$180K ﹤0.01% 1038
2024
Q4 		$1.21M Buy
18,295
+3,966
+28% +$278K 0.01% 986
2024
Q3 		$999K Buy
14,329
+5,390
+60% +$324K ﹤0.01% 1033
2024
Q2 		$473K Buy
+8,939
New +$543K ﹤0.01% 1214

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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

Carson Wealth (CWM LLC)'s SOLV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Solventum (SOLV) stake by 25% in Q1 2026, selling an estimated $369K and leaving 14,548 shares worth $950K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Carson Wealth (CWM LLC) first reported a position in SOLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.55M in Q4 2025. 880 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,548 shares of Solventum worth $950K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,974 Solventum shares in Q1 2026, an estimated $369K.
  • Solventum made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1566 holding.
  • Carson Wealth (CWM LLC) first reported a position in Solventum in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s Solventum position peaked at $1.55M in Q4 2025.
  • 880 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.