CWM
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CarsonAllaria Wealth Management’s Solventum SOLV Stock Holding History

CarsonAllaria Wealth Management’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
-497
Closed -$37.7K – 350
2025
Q2 		$37.7K Hold
497
– – 0.02% 149
2025
Q1 		$37.8K Hold
497
– – 0.02% 144
2024
Q4 		$32.8K Sell
497
-6
-1% -$420 0.02% 158
2024
Q3 		$35.1K Hold
503
– – 0.02% 152
2024
Q2 		$26.6K Buy
+503
New +$30.5K 0.02% 168

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

CarsonAllaria Wealth Management's SOLV Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Solventum (SOLV) in Q3 2025, closing a stake of 497 shares — an estimated $37.7K sold.

CarsonAllaria Wealth Management first reported a position in SOLV in Q2 2024 and held it in 5 quarters. The position peaked at $37.8K in Q1 2025. 868 funds tracked by Wall St. Rank hold SOLV as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Solventum position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 497 Solventum shares in Q3 2025, an estimated $37.7K.
  • CarsonAllaria Wealth Management first reported a position in Solventum in Q2 2024 and held it in 5 quarters.
  • CarsonAllaria Wealth Management's Solventum position peaked at $37.8K in Q1 2025.
  • 868 funds tracked by Wall St. Rank held Solventum as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.